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 |
|---|---|---|
PENSION PROFESSIONALS, INC.2 years Filed as: PENSION PROFESSIONALS, LLC Service code 13 · EIN 27-3970979 1585 KAPIOLANI BLVD., SUITE 1700 · HONOLULU, HI 96814 | Contract Administrator | $14,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $8,310 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $7,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67 |
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 | $6,305 | $50,815-87.6% | $155,509-95.9% | $77,643-91.9% |
| Participation rate | 79.9% | 63.1%+16.7pp | 78.2%+1.7pp | 70.6%+9.3pp |
| Annual return | 13.16% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,255 | $2,822-55.5% | $5,626-77.7% | $4,647-73.0% |
| Admin fee / account holder | $58 | $437-86.7% | $15,912-99.6% | $430-86.5% |