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 |
|---|---|---|
Service code 27 100 CORSON ST STE 210 · PASADENA, CA 911033870 | Advisory (Plan) | $3,998 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74 |
Filed as: NATIONAL PENSION SERVICES CORP Service code 13 206 N 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $30 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,171 | $167,307+10.7% | $143,757+28.8% | $134,475+37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.47% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $13,094 | $5,619+133.0% | $4,951+164.5% | $4,740+176.3% |
| Participant deferral / active EE | $8,140 | $6,446+26.3% | $5,637+44.4% | $6,400+27.2% |
| Admin fee / account holder | $3,537 | $18,088-80.4% | $14,673-75.9% | $11,426-69.0% |