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 6-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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $41,914 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,986 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,790 | $88,890-60.9% | $102,423-66.0% | $77,643-55.2% |
| Participation rate | 42.3% | 80.9%-38.6pp | 76.5%-34.2pp | 70.6%-28.3pp |
| Annual return | 9.07% | 24.98%-15.9pp | 29.32%-20.3pp | 31.24%-22.2pp |
| Employer contribution / active EE | $1,376 | $2,698-49.0% | $3,023-54.5% | $2,726-49.5% |
| Participant deferral / active EE | $2,748 | $5,145-46.6% | $5,053-45.6% | $4,647-40.9% |
| Admin fee / account holder | $433 | $235+84.1% | $9,451-95.4% | $430+0.7% |