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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $935 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
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 | $26,945 | $37,393-27.9% | $77,024-65.0% | $66,914-59.7% |
| Participation rate | 28.3% | 52.9%-24.6pp | 67.9%-39.6pp | 69.8%-41.5pp |
| Annual return | -17.25% | -3.29%-14.0pp | 42.32%-59.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $192 | $1,531-87.4% | $2,812-93.2% | $2,544-92.4% |
| Participant deferral / active EE | $1,313 | $2,617-49.8% | $4,426-70.3% | $4,237-69.0% |
| Admin fee / account holder | $12 | $567-98.0% | $5,425-99.8% | $593-98.1% |