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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,881 |
Filed as: CETERA WEALTH SERVICES LLC Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $9,173 |
PENSION PLUS INC1 year Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $617 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,277 | $67,984-80.5% | $65,493-79.7% | $74,304-82.1% |
| Participation rate | 98.3% | 66.3%+32.0pp | 73.1%+25.2pp | 60.3%+37.9pp |
| Annual return | 17.71% | 19.87%-2.2pp | 982.45%-964.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,593 | $2,491-36.0% | $2,574-38.1% | $2,241-28.9% |
| Participant deferral / active EE | $975 | $3,346-70.9% | $3,961-75.4% | $3,767-74.1% |
| Admin fee / account holder | $150 | $1,373-89.1% | $5,028-97.0% | $2,969-95.0% |