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 | $32,433 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,065 |
M GROUP INVESTMENT ADVISOR5 years Filed as: M GROUP INVESTMENT ADVISOR LLC Service code 26 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Participants) | $21,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,533 |
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 | $21,180 | $76,670-72.4% | $96,683-78.1% | $71,457-70.4% |
| Participation rate | 71.2% | 66.6%+4.6pp | 74.3%-3.2pp | 67.9%+3.2pp |
| Annual return | 15.91% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,322 | $3,031+9.6% | $3,737-11.1% | $2,588+28.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $282 | $2,028-86.1% | $6,730-95.8% | $1,587-82.2% |