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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,405 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,441 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,520 |
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 | $30,331 | $45,602-33.5% | $117,472-74.2% | $66,914-54.7% |
| Participation rate | 35.8% | 57.6%-21.8pp | 70.6%-34.8pp | 69.8%-34.0pp |
| Annual return | -15.64% | -16.74%+1.1pp | 29.74%-45.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,480 | $1,579-6.2% | $4,176-64.6% | $2,544-41.8% |
| Participant deferral / active EE | $2,014 | $2,845-29.2% | $4,070-50.5% | $4,237-52.5% |
| Admin fee / account holder | $145 | $661-78.1% | $5,645-97.4% | $593-75.6% |