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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,713 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 55 PO BOX 9500 · SPRINGFIELD, MA 01102 | Other Commissions | $17,746 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 13 4949 WESTOWN PARKWAY, SUITE 110 · WEST DES MOINES, IA 50266 | Contract Administrator | $5,035 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,247 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,148 | $76,670-68.5% | $96,683-75.0% | $71,457-66.2% |
| Participation rate | 73.0% | 66.6%+6.4pp | 74.3%-1.3pp | 67.9%+5.1pp |
| Annual return | 23.19% | 48.29%-25.1pp | 35.69%-12.5pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,807 | $3,031-40.4% | $3,737-51.6% | $2,588-30.2% |
| Participant deferral / active EE | $2,731 | $3,771-27.6% | $4,878-44.0% | $4,289-36.3% |
| Admin fee / account holder | $215 | $2,028-89.4% | $6,730-96.8% | $1,587-86.5% |