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 OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,963 |
Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT, PKWY · AUSTIN, TX 78730 | Contract Administrator | $14,978 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $13,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,061 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $4,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,486 | $51,197+14.2% | $82,719-29.3% | $66,914-12.6% |
| Participation rate | 47.9% | 67.8%-19.9pp | 72.6%-24.6pp | 69.8%-21.9pp |
| Annual return | -14.51% | -9.64%-4.9pp | 701.18%-715.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,222 | $2,611-14.9% | $3,009-26.2% | $2,544-12.7% |
| Participant deferral / active EE | $6,351 | $3,458+83.7% | $4,395+44.5% | $4,237+49.9% |
| Admin fee / account holder | $273 | $416-34.4% | $5,329-94.9% | $593-54.0% |