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 9-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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $23,935 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,525 |
ASCENSUS LLC3 years Filed as: ASCENSUS HLDGS INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $7,978 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 P.O. BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $5,537 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,088 | $49,451+82.2% | $79,550+13.2% | $66,914+34.6% |
| Participation rate | 43.5% | 61.3%-17.9pp | 69.5%-26.0pp | 69.8%-26.3pp |
| Annual return | -15.21% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,798 | $1,266+42.1% | $2,413-25.5% | $2,544-29.3% |
| Participant deferral / active EE | $3,765 | $3,159+19.2% | $3,985-5.5% | $4,237-11.1% |
| Admin fee / account holder | $620 | $595+4.3% | $6,832-90.9% | $593+4.5% |