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: COMMONWEALTH EQUITY SVCS LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $57,790 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,699 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 13 494 SYCAMORE AVE · SHREWSBURY, NJ 07702 | Contract Administrator | $14,500 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,369 |
Filed as: ORIENTAL PENSION CONSULTANS Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $456 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,514 | $95,274-86.9% | $135,903-90.8% | $74,419-83.2% |
| Participation rate | 97.2% | 78.2%+19.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 27.96% | 32.77%-4.8pp | 68.23%-40.3pp | 34.38%-6.4pp |
| Employer contribution / active EE | $2,378 | $3,874-38.6% | $4,856-51.0% | $2,637-9.8% |
| Participant deferral / active EE | $3,382 | $7,782-56.5% | $7,758-56.4% | $4,528-25.3% |
| Admin fee / account holder | $173 | $266-35.1% | $10,762-98.4% | $348-50.3% |