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 6-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: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $8,248 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,260 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $623 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,617 | $59,417-73.7% | $93,606-83.3% | $74,495-79.0% |
| Participation rate | 87.1% | 59.7%+27.4pp | 68.7%+18.4pp | 67.2%+19.9pp |
| Annual return | 12.84% | 81.83%-69.0pp | 133.20%-120.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,334 | $1,264+84.7% | $2,420-3.5% | $2,623-11.0% |
| Participant deferral / active EE | $3,704 | $3,050+21.4% | $4,411-16.0% | $4,346-14.8% |
| Admin fee / account holder | $241 | $3,021-92.0% | $8,285-97.1% | $1,942-87.6% |