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 6-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,235 |
Filed as: NORTH SHORE BANK Service code 27 131 W SUPERIOR ST · DULUTH, MN 55802 | Advisory (Plan) | $4,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,441 | $64,119-47.8% | $112,228-70.2% | $66,914-50.0% |
| Participation rate | 46.9% | 68.5%-21.6pp | 75.1%-28.1pp | 69.8%-22.9pp |
| Annual return | -4.81% | -13.81%+9.0pp | 27.45%-32.3pp | 1.58%-6.4pp |
| Employer contribution / active EE | $2,293 | $3,005-23.7% | $3,635-36.9% | $2,544-9.9% |
| Participant deferral / active EE | $2,799 | $3,693-24.2% | $4,728-40.8% | $4,237-33.9% |
| Admin fee / account holder | $219 | $625-64.9% | $6,410-96.6% | $593-63.0% |