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 LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $32,195 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,040 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,757 | $88,083-8.3% | $164,813-51.0% | $74,495+8.4% |
| Participation rate | 60.2% | 73.0%-12.8pp | 78.6%-18.4pp | 67.2%-7.0pp |
| Annual return | 11.74% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,617 | $2,593+0.9% | $4,341-39.7% | $2,623-0.2% |
| Participant deferral / active EE | $6,042 | $4,498+34.3% | $6,031+0.2% | $4,346+39.0% |
| Admin fee / account holder | $29 | $2,234-98.7% | $12,690-99.8% | $1,942-98.5% |