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 |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: REGATTA CAPITAL GROUP LLC Service code 27 880 APOLLO ST STE 129 · EL SEGUNDO, CA 902454755 | Advisory (Plan) | $75,896 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,340 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,008 |
Employer contribution per participant 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.
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 | $4,921 | $31,741-84.5% | $56,411-91.3% | $199,593-97.5% |
| Participation rate | 88.7% | 32.3%+56.3pp | 52.5%+36.2pp | 72.0%+16.7pp |
| Annual return | 17.34% | 14.72%+2.6pp | 1701.33%-1684.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,625 | $1,184+37.2% | $1,952-16.8% | $5,087-68.1% |
| Admin fee / account holder | $17 | $426-96.1% | $2,829-99.4% | $269-93.8% |