See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Other Fees | $23,258 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,384 |
Filed as: HENDERSON HUTCHERSON & MCCULLOUGH P Service code 99 1200 MARKET ST · CHATTANOOGA, TN 37402 | Other Fees | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,637 | $99,078-72.1% | $96,544-71.4% | $74,419-62.9% |
| Participation rate | 89.6% | 80.7%+9.0pp | 76.0%+13.7pp | 70.7%+18.9pp |
| Annual return | 12.26% | 22.48%-10.2pp | 25.84%-13.6pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,152 | $2,570-55.2% | $2,965-61.1% | $2,637-56.3% |
| Participant deferral / active EE | $3,526 | $4,933-28.5% | $4,851-27.3% | $4,528-22.1% |
| Admin fee / account holder | $137 | $225-38.9% | $8,252-98.3% | $348-60.5% |