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 636 · SNOHOMISH, WA 98291 | Contract Administrator | $27,725 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $24,276 |
M GROUP INVESTMENT ADVISOR4 years Filed as: M GROUP INVESTMENT ADVISOR LLC Service code 26 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Participants) | $22,128 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,528 |
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 | $12,567 | $64,119-80.4% | $112,228-88.8% | $66,914-81.2% |
| Participation rate | 72.1% | 68.5%+3.6pp | 75.1%-3.0pp | 69.8%+2.3pp |
| Annual return | -17.31% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,543 | $3,005-15.4% | $3,635-30.0% | $2,544-0.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $205 | $625-67.3% | $6,410-96.8% | $593-65.5% |