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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,522 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSITN, TX 78735 | Advisory (Plan) | $31,798 |
ASCENSUS LLC10+ years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $22,402 |
ASCENSUS LLC9 years Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $4,593 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,791 | $61,058-70.9% | $71,209-75.0% | $85,563-79.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 12.04% | 100.41%-88.4pp | 282.51%-270.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $437 | $2,199-80.1% | $2,721-83.9% | $2,654-83.5% |
| Participant deferral / active EE | $953 | $3,173-70.0% | $4,175-77.2% | $4,375-78.2% |
| Admin fee / account holder | $134 | $855-84.3% | $5,349-97.5% | $834-83.9% |