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 PLUS INC3 years Service code 13 PO BOX 366281 · SAN JUAN, PR 00936 | Contract Administrator | $884 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $5 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,258 | $59,159-94.5% | $159,960-98.0% | $66,914-95.1% |
| Participation rate | 91.7% | 68.1%+23.6pp | 78.0%+13.8pp | 69.8%+21.9pp |
| Annual return | -13.18% | -12.26%-0.9pp | 408.60%-421.8pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $413 | $4,395-90.6% | $6,182-93.3% | $4,237-90.3% |
| Admin fee / account holder | $0 | $591-100.0% | $8,698-100.0% | $593-100.0% |