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 | $41,307 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $21,355 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,700 |
Filed as: LEAFHOUSE FINANCIAL ADVOSORS, LLC Service code 27 6300 BRIDGE POINT PKWY BLDG STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $5,339 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,348 | $66,457-25.7% | $81,382-39.4% | $77,643-36.4% |
| Participation rate | 22.3% | 68.7%-46.5pp | 69.5%-47.2pp | 70.6%-48.3pp |
| Annual return | 15.19% | 15.93%-0.7pp | 24.73%-9.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $747 | $3,679-79.7% | $3,883-80.8% | $4,647-83.9% |
| Admin fee / account holder | $314 | $583-46.2% | $5,768-94.6% | $430-27.1% |