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 |
|---|---|---|
Service code 64 | Recordkeeping Fees | $6,579 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $1,124 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,039 | $32,425-93.7% | $74,583-97.3% | $55,167-96.3% |
| Participation rate | 89.4% | 54.0%+35.4pp | 68.1%+21.3pp | 69.0%+20.4pp |
| Annual return | 13.90% | 10.63%+3.3pp | 20.47%-6.6pp | 169.23%-155.3pp |
| Employer contribution / active EE | $2,720 | $1,043+160.7% | $2,525+7.7% | $1,963+38.6% |
| Participant deferral / active EE | $521 | $1,995-73.9% | $3,458-84.9% | $3,054-82.9% |
| Admin fee / account holder | $20 | $748-97.3% | $4,138-99.5% | $504-96.0% |