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 ANNUITY INSURANCE COMPANY O Service code 50 · EIN 84-0467907 | Direct Payment | $182,729 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $44,541 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 29 · EIN 34-6565596 | Legal | $35,000 |
VAN IWAARDEN ASSOCIATES8 years Service code 99 840 LUMBER EXCHANGE BUILDING · MINNEAPOLIS, MN 554021010 | Other Fees | $5,733 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Annual investment return 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 | $49,392 | $117,739-58.0% | $91,541-46.0% | $117,739-58.0% |
| Participation rate | 64.9% | 76.6%-11.7pp | 69.8%-4.8pp | 76.6%-11.7pp |
| Annual return | 13.33% | 17.29%-4.0pp | 20.50%-7.2pp | 17.29%-4.0pp |
| Employer contribution / active EE | $266 | $3,746-92.9% | $2,505-89.4% | $3,746-92.9% |
| Participant deferral / active EE | $2,358 | $6,128-61.5% | $4,008-41.2% | $6,128-61.5% |
| Admin fee / account holder | $46 | $112-59.0% | $6,956-99.3% | $112-59.0% |