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 |
|---|---|---|
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $20,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,914 | $78,485-60.6% | $106,213-70.9% | $74,495-58.5% |
| Participation rate | 0.0% | 72.8%-72.8pp | 75.3%-75.3pp | 67.2%-67.2pp |
| Annual return | 13.66% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,457 | $4,322+3.1% | $5,016-11.1% | $4,346+2.6% |
| Admin fee / account holder | $246 | $2,232-89.0% | $11,033-97.8% | $1,942-87.3% |