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 INSURANCE COMPANY O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,318 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $15,359 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 · EIN 56-1762637 PO BOX 1658 · CARY, NC 27512 | Contract Administrator | $3,174 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 | Contract Administrator | $3,101 |
Filed as: MML INVESTORS SERVICES, INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,485 | $47,126-9.8% | $149,673-71.6% | $74,419-42.9% |
| Participation rate | 38.1% | 63.4%-25.3pp | 78.8%-40.6pp | 70.7%-32.6pp |
| Annual return | 10.92% | 22.75%-11.8pp | 134.42%-123.5pp | 34.38%-23.5pp |
| Employer contribution / active EE | $499 | $1,905-73.8% | $4,818-89.6% | $2,637-81.1% |
| Participant deferral / active EE | $1,589 | $2,728-41.7% | $5,680-72.0% | $4,528-64.9% |
| Admin fee / account holder | $250 | $343-26.9% | $13,210-98.1% | $348-28.0% |