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 7-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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $26,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,475 |
WIPFLI LLP2 years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $9,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $41,863 | $61,272-31.7% | $149,673-72.0% | $71,457-41.4% |
| Participation rate | 58.4% | 62.5%-4.1pp | 78.8%-20.3pp | 67.9%-9.5pp |
| Annual return | 15.66% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $247 | $2,378-89.6% | $4,818-94.9% | $2,588-90.4% |
| Participant deferral / active EE | $3,050 | $2,917+4.6% | $5,680-46.3% | $4,289-28.9% |
| Admin fee / account holder | $280 | $1,261-77.8% | $13,210-97.9% | $1,587-82.3% |