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 |
|---|---|---|
HECK CAPITAL ADVISORS1 year Filed as: HECK CAPITAL ADVISORS LLC Service code 27 15 E ANDERSON ST · RHINELANDER, WI 54501 | Advisory (Plan) | $2,982 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Advisory (Plan) | $2,134 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,909 |
Service code 13 8040 EXCELSIOR DRIVE SUITE 401 · MADISON, WA 537172919 | Contract Administrator | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,767 | $29,546-87.2% | $56,441-93.3% | $77,671-95.1% |
| Participation rate | 36.2% | 32.7%+3.5pp | 52.5%-16.3pp | 70.6%-34.4pp |
| Annual return | 15.46% | 19.01%-3.5pp | 1704.21%-1688.7pp | 31.21%-15.7pp |
| Employer contribution / active EE | $307 | $568-46.0% | $1,039-70.5% | $2,726-88.8% |
| Participant deferral / active EE | $600 | $1,061-43.4% | $1,953-69.3% | $4,648-87.1% |
| Admin fee / account holder | $25 | $1,046-97.6% | $2,829-99.1% | $430-94.2% |