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 |
|---|---|---|
CERITY PARTNERS2 years Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $17,188 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,852 |
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 | $24,235 | $71,516-66.1% | $98,439-75.4% | $71,457-66.1% |
| Participation rate | 88.2% | 72.7%+15.5pp | 75.2%+13.1pp | 67.9%+20.3pp |
| Annual return | 15.97% | 32.41%-16.4pp | 21.16%-5.2pp | 28.85%-12.9pp |
| Employer contribution / active EE | $600 | $2,399-75.0% | $3,048-80.3% | $2,588-76.8% |
| Participant deferral / active EE | $4,628 | $4,109+12.6% | $4,738-2.3% | $4,289+7.9% |
| Admin fee / account holder | $167 | $1,675-90.0% | $8,948-98.1% | $1,587-89.5% |