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 | $21,520 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $7,766 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $2,915 |
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 | $32,849 | $48,335-32.0% | $121,098-72.9% | $71,457-54.0% |
| Participation rate | 67.3% | 54.3%+13.0pp | 69.5%-2.2pp | 67.9%-0.6pp |
| Annual return | 14.13% | 23.32%-9.2pp | 985.75%-971.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,768 | $1,489+18.7% | $4,164-57.5% | $2,588-31.7% |
| Participant deferral / active EE | $2,137 | $2,754-22.4% | $4,080-47.6% | $4,289-50.2% |
| Admin fee / account holder | $118 | $1,841-93.6% | $5,644-97.9% | $1,587-92.5% |