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 6-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,060 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,867 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $11,460 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,372 | $81,357-72.5% | $75,972-70.6% | $199,593-88.8% |
| Participation rate | 21.8% | 69.9%-48.1pp | 69.1%-47.2pp | 72.0%-50.1pp |
| Annual return | 16.92% | 16.32%+0.6pp | 359.55%-342.6pp | 34.25%-17.3pp |
| Employer contribution / active EE | $1,138 | $3,341-65.9% | $2,685-57.6% | $3,034-62.5% |
| Participant deferral / active EE | $759 | $4,710-83.9% | $4,255-82.2% | $5,087-85.1% |
| Admin fee / account holder | $133 | $144-7.8% | $6,467-97.9% | $269-50.4% |