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 |
|---|---|---|
PENSION SERVICES, INC.1 year Filed as: PENSION SERVICES INC Service code 13 3150 SW 38TH AVE STE 900 · MIAMI, FL 33146 | Contract Administrator | $12,202 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,454 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,169 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
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 | $26,271 | $40,385-34.9% | $80,569-67.4% | $74,419-64.7% |
| Participation rate | 19.7% | 47.4%-27.7pp | 67.0%-47.3pp | 70.7%-51.0pp |
| Annual return | 11.20% | 164.85%-153.7pp | 935.43%-924.2pp | 34.38%-23.2pp |
| Employer contribution / active EE | $730 | $1,496-51.2% | $2,723-73.2% | $2,637-72.3% |
| Participant deferral / active EE | $896 | $2,674-66.5% | $4,447-79.9% | $4,528-80.2% |
| Admin fee / account holder | $46 | $720-93.7% | $5,377-99.2% | $348-86.9% |