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 6-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NJ 80111 | Recordkeeping Fees | $14,958 |
ALTIGRO PENSION SERVICES INC3 years Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 070042904 | Contract Administrator | $6,766 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $2,352 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,211 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWAY · AUSTIN, TX 787305097 | Other Fees | $484 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,908 | $44,960-82.4% | $84,966-90.7% | $74,495-89.4% |
| Participation rate | 74.8% | 49.4%+25.5pp | 67.5%+7.3pp | 67.2%+7.6pp |
| Annual return | 9.19% | 26.24%-17.0pp | 66.38%-57.2pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,255 | $1,457-13.9% | $2,727-54.0% | $2,623-52.2% |
| Participant deferral / active EE | $778 | $2,731-71.5% | $4,519-82.8% | $4,346-82.1% |
| Admin fee / account holder | $160 | $2,209-92.8% | $6,149-97.4% | $1,942-91.8% |