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 |
|---|---|---|
BENEFIT SOLUTIONS, ETC.4 years Filed as: BENEFIT SOLUTIONS ETC Service code 13 · EIN 81-3186048 | Contract Administrator | $5,186 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $3,913 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $507 |
BENEFIT SOLUTIONS, ETC.3 years Filed as: BENEFIT SOLUTIONS ETC. LIMITED Service code 13 | Contract Administrator | $412 |
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 | $0 | $60,261-100.0% | $81,783-100.0% | $74,546-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 72.4%-72.4pp | 67.2%-67.2pp |
| Annual return | 11.82% | 16.88%-5.1pp | 775.05%-763.2pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $576 | $2,622-78.0% | $2,913-80.2% | $2,624-78.0% |
| Participant deferral / active EE | $2,028 | $3,388-40.1% | $4,320-53.1% | $4,347-53.4% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |