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 LLC7 years Service code 27 25 CORPORATE PLAZA DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $26,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,362 |
KB ACTUARIAL, INC.10+ years Service code 13 | Contract Administrator | $8,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
KB ACTUARIAL, INC.1 year 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 | $62,509 | $52,406+19.3% | $129,207-51.6% | $74,495-16.1% |
| Participation rate | 61.6% | 53.8%+7.8pp | 69.6%-8.0pp | 67.2%-5.6pp |
| Annual return | 15.30% | 15.66%-0.4pp | 9417.33%-9402.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $899 | $1,531-41.2% | $4,153-78.3% | $2,623-65.7% |
| Participant deferral / active EE | $2,521 | $2,794-9.8% | $4,168-39.5% | $4,346-42.0% |
| Admin fee / account holder | $114 | $2,633-95.7% | $7,715-98.5% | $1,942-94.1% |