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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY A Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,950 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,251 |
PASI, LLC11+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $2,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,039 | $56,767-13.6% | $101,794-51.8% | $85,563-42.7% |
| Participation rate | 33.6% | 57.6%-24.0pp | 69.2%-35.6pp | 66.0%-32.3pp |
| Annual return | 13.86% | 17.76%-3.9pp | 30.53%-16.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $167 | $1,112-85.0% | $2,289-92.7% | $2,654-93.7% |
| Participant deferral / active EE | $1,327 | $2,720-51.2% | $4,084-67.5% | $4,375-69.7% |
| Admin fee / account holder | $193 | $1,098-82.5% | $8,777-97.8% | $834-76.9% |