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 4-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 | $5,955 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 55 2301 ROSECRANS AVE. #1500 · EL SEGUNDO, CA 90245 | Other Commissions | $1,984 |
PENSION PLUS INC3 years Filed as: PENSION PLUS INC. Service code 13 | Contract Administrator | $165 |
PENSION PLUS INC4+ years Service code 13 PO BOX 360075 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,215 | $49,915-95.6% | $154,803-98.6% | $74,304-97.0% |
| Participation rate | 89.7% | 54.0%+35.8pp | 78.1%+11.7pp | 60.3%+29.4pp |
| Annual return | 22.05% | 34.06%-12.0pp | 58.88%-36.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $748 | $2,255-66.8% | $5,540-86.5% | $3,767-80.1% |
| Admin fee / account holder | $28 | $2,189-98.7% | $14,329-99.8% | $2,969-99.1% |