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: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $39,745 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $29,638 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. DBA FUTUREP Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,874 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,921 | $61,272-18.5% | $149,673-66.6% | $71,457-30.1% |
| Participation rate | 93.4% | 62.5%+30.9pp | 78.8%+14.7pp | 67.9%+25.5pp |
| Annual return | 15.84% | 35.85%-20.0pp | 134.42%-118.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,880 | $2,378-20.9% | $4,818-61.0% | $2,588-27.3% |
| Participant deferral / active EE | $3,099 | $2,917+6.2% | $5,680-45.4% | $4,289-27.8% |
| Admin fee / account holder | $237 | $1,261-81.2% | $13,210-98.2% | $1,587-85.1% |