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 |
|---|---|---|
Filed as: BEACON POINTE HOLDINGS LLC DBA Service code 27 24 CORPORATE PLAZA DR STE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $32,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,427 | $69,763-17.7% | $67,502-14.9% | $74,495-22.9% |
| Participation rate | 54.2% | 71.4%-17.1pp | 72.9%-18.6pp | 67.2%-13.0pp |
| Annual return | 15.10% | -40.34%+55.4pp | 3512.12%-3497.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,144 | $2,704-57.7% | $2,731-58.1% | $2,623-56.4% |
| Participant deferral / active EE | $4,906 | $3,636+34.9% | $4,000+22.6% | $4,346+12.9% |
| Admin fee / account holder | $267 | $896-70.2% | $3,998-93.3% | $1,942-86.2% |