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 9-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 |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Service code 27 24 CORPORATE PLAZA DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $21,500 |
KB ACTUARIAL, INC.8+ years Service code 13 | Contract Administrator | $7,167 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,561 |
Filed as: EMPOWER ANNUITY INSUANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
KB ACTUARIAL, INC.8+ years Filed as: KB ACTUARIAL, INC Service code 13 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $0 |
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 | $62,941 | $45,602+38.0% | $117,472-46.4% | $66,914-5.9% |
| Participation rate | 59.0% | 57.6%+1.3pp | 70.6%-11.6pp | 69.8%-10.8pp |
| Annual return | -16.95% | -16.74%-0.2pp | 29.74%-46.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $904 | $1,579-42.8% | $4,176-78.4% | $2,544-64.5% |
| Participant deferral / active EE | $2,709 | $2,845-4.8% | $4,070-33.4% | $4,237-36.1% |
| Admin fee / account holder | $131 | $661-80.2% | $5,645-97.7% | $593-78.0% |