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 | $69,291 |
KOVACK SECURITIES INC3 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDAL, FL 33308 | Other Commissions | $32,155 |
FINANXIAL, CORP.1 year Filed as: FINANXIAL INVESTMENT ADVISORS CORP Service code 13 121 AVE DE DIEGO SAN FRANCISCO · SAN JUAN, PR 00927 | Contract Administrator | $5,133 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $3,335 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,100 | $71,142-78.8% | $119,609-87.4% | $64,808-76.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -14.88% | -10.01%-4.9pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $835 | $2,497-66.6% | $4,232-80.3% | $2,506-66.7% |
| Participant deferral / active EE | $1,356 | $4,490-69.8% | $5,602-75.8% | $4,310-68.5% |
| Admin fee / account holder | $167 | $162+2.8% | $10,323-98.4% | $188-11.3% |