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 CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,183,071 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $553,794 |
SAN DIEGO PENSION CONSULTANTS11+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $248,192 |
Filed as: WEALTHSPIRE RETIREMENT Service code 13 120 VANTIS STREET STE 400 · ALISO VIEJO, CA 92656 | Contract Administrator | $120,875 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,948 | $140,769-78.7% | $88,946-66.3% | $140,769-78.7% |
| Participation rate | 18.7% | 74.2%-55.5pp | 68.8%-50.2pp | 74.2%-55.5pp |
| Annual return | 23.02% | 16.82%+6.2pp | 57.82%-34.8pp | 16.82%+6.2pp |
| Employer contribution / active EE | $548 | $3,906-86.0% | $2,555-78.6% | $3,906-86.0% |
| Participant deferral / active EE | $1,326 | $6,717-80.3% | $4,581-71.1% | $6,717-80.3% |
| Admin fee / account holder | $109 | $229-52.3% | $8,261-98.7% | $229-52.3% |