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 |
|---|---|---|
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $12,283 |
INVESTMENT PLANNERS INC1 year Service code 27 PO BOX 170 · DECATUR, IL 62525 | Advisory (Plan) | $2,143 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $357 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $28,868 | $96,484-70.1% | $156,263-81.5% | $74,304-61.1% |
| Participation rate | 91.5% | 67.7%+23.9pp | 78.9%+12.6pp | 60.3%+31.2pp |
| Annual return | 17.16% | 17.73%-0.6pp | 59.47%-42.3pp | 29.43%-12.3pp |
| Employer contribution / active EE | $937 | $2,528-63.0% | $4,333-78.4% | $2,241-58.2% |
| Participant deferral / active EE | $2,314 | $4,286-46.0% | $6,158-62.4% | $3,767-38.6% |
| Admin fee / account holder | $147 | $3,728-96.1% | $14,255-99.0% | $2,969-95.1% |