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 7-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 Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $18,298 |
SETAWAY LLC1 year Service code 13 4 BEDFORD FARMS STE 106 · BEDFORD, NH 03110 | Contract Administrator | $8,483 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $8,431 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,361 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $674 |
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 | $23,531 | $102,317-77.0% | $146,958-84.0% | $80,856-70.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.51% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,692 | $3,713-0.6% | $4,933-25.1% | $2,755+34.0% |
| Participant deferral / active EE | $8,684 | $6,644+30.7% | $8,070+7.6% | $4,296+102.2% |
| Admin fee / account holder | $208 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |