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 3-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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC3+ years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 | Pension Consulting | $48,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,572 |
Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $19,600 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $19,034 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $661 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,218 | $78,485-67.9% | $106,213-76.3% | $74,495-66.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 13.41% | 15.95%-2.5pp | 116.14%-102.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $5,247 | $2,523+108.0% | $3,171+65.4% | $2,623+100.0% |
| Participant deferral / active EE | $7,869 | $4,322+82.0% | $5,016+56.9% | $4,346+81.1% |
| Admin fee / account holder | $217 | $2,232-90.3% | $11,033-98.0% | $1,942-88.8% |