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 |
|---|---|---|
BROUSSARD POCHE' LLP2 years Filed as: BROUSSARD POCHE, LLP Service code 13 P. O. BOX 61400 · LAFAYETTE, LA 705961400 | Contract Administrator | $12,027 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,847 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,358 | $56,443-35.6% | $83,848-56.6% | $55,725-34.8% |
| Participation rate | 23.1% | 72.0%-49.0pp | 76.1%-53.1pp | 70.9%-47.8pp |
| Annual return | -5.49% | 393.67%-399.2pp | 850.88%-856.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $447 | $2,682-83.3% | $3,631-87.7% | $2,078-78.5% |
| Participant deferral / active EE | $1,309 | $2,965-55.8% | $4,082-67.9% | $3,356-61.0% |
| Admin fee / account holder | $162 | $156+3.6% | $5,478-97.0% | $115+40.5% |