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: EMPOWER ANNUNITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,434 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $18,563 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,000 |
Filed as: LEAFHOUSE FINANCIAL ADVOSORS, LLC Service code 27 6300 BRIDGE POINT PKWY BLDG STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $4,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,895 | $69,823-37.1% | $77,163-43.1% | $74,419-41.0% |
| Participation rate | 23.4% | 70.0%-46.6pp | 69.6%-46.2pp | 70.7%-47.4pp |
| Annual return | 17.47% | 19.98%-2.5pp | 37.87%-20.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $719 | $3,558-79.8% | $3,833-81.2% | $4,528-84.1% |
| Admin fee / account holder | $239 | $398-39.8% | $5,472-95.6% | $348-31.2% |