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: DAVIS BACON PENSION PLANS Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $26,285 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,217 | $64,119-82.5% | $112,228-90.0% | $66,914-83.2% |
| Participation rate | 51.9% | 68.5%-16.5pp | 75.1%-23.1pp | 69.8%-17.9pp |
| Annual return | -15.29% | -13.81%-1.5pp | 27.45%-42.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $14,922 | $3,005+396.5% | $3,635+310.6% | $2,544+486.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $123 | $625-80.4% | $6,410-98.1% | $593-79.3% |