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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,700 |
TRIAD ADVISORS INC10+ years Filed as: TRIAD ADVISORS, INC Service code 55 | Other Commissions | $14,325 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $4,682 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
TRIAD ADVISORS INC9 years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,866 | $59,402+21.0% | $93,654-23.3% | $74,546-3.6% |
| Participation rate | 53.1% | 59.7%-6.6pp | 68.7%-15.6pp | 67.2%-14.1pp |
| Annual return | 12.50% | 81.86%-69.4pp | 133.34%-120.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $533 | $1,265-57.8% | $2,421-78.0% | $2,624-79.7% |
| Participant deferral / active EE | $2,040 | $3,049-33.1% | $4,413-53.8% | $4,347-53.1% |
| Admin fee / account holder | $109 | $3,023-96.4% | $8,282-98.7% | $1,944-94.4% |