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 9-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 |
|---|---|---|
ARMANINO LLP8 years Service code 13 · EIN 94-6214841 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Contract Administrator | $11,228 |
Filed as: EMPOWER ANNUNITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $8,869 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,419 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,119 | $92,224-35.9% | $105,223-43.8% | $79,634-25.8% |
| Participation rate | 65.6% | 69.2%-3.5pp | 75.0%-9.4pp | 62.5%+3.1pp |
| Annual return | 20.86% | 88.65%-67.8pp | 180.65%-159.8pp | 36.46%-15.6pp |
| Employer contribution / active EE | $2,285 | $3,965-42.4% | $3,689-38.0% | $2,529-9.6% |
| Participant deferral / active EE | $3,835 | $3,8340% | $5,072-24.4% | $3,8350% |
| Admin fee / account holder | $34 | $1,121-96.9% | $8,859-99.6% | $1,002-96.6% |