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 |
|---|---|---|
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $32,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANTY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,783 |
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 | $13,834 | $50,815-72.8% | $155,509-91.1% | $77,643-82.2% |
| Participation rate | 94.9% | 63.1%+31.7pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 12.05% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,373 | $1,993-31.1% | $4,672-70.6% | $2,726-49.6% |
| Participant deferral / active EE | $1,291 | $2,822-54.2% | $5,626-77.0% | $4,647-72.2% |
| Admin fee / account holder | $151 | $437-65.5% | $15,912-99.1% | $430-64.9% |