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 4-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: PENSION PROFESSIONALS, LLC Service code 13 · EIN 27-3970979 1585 KAPIOLANI BLVD., SUITE 1700 · HONOLULU, HI 96814 | Contract Administrator | $22,327 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,877 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $2,717 |
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $822 |
Employer 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 | $7,513 | $61,272-87.7% | $149,673-95.0% | $71,457-89.5% |
| Participation rate | 75.0% | 62.5%+12.5pp | 78.8%-3.8pp | 67.9%+7.1pp |
| Annual return | 27.22% | 35.85%-8.6pp | 134.42%-107.2pp | 28.85%-1.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,484 | $2,917-49.1% | $5,680-73.9% | $4,289-65.4% |
| Admin fee / account holder | $29 | $1,261-97.7% | $13,210-99.8% | $1,587-98.2% |