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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $12,475 |
Filed as: ALDRICH RETIREMENT SOLUTIONS Service code 13 · EIN 04-1590850 680 HAWTHORNE AVE SE, SUITE 140 · SALEM, OR 97301 | Contract Administrator | $675 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 55 · EIN 84-3881668 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,264 | $59,159-69.1% | $159,960-88.6% | $66,914-72.7% |
| Participation rate | 35.3% | 68.1%-32.8pp | 78.0%-42.7pp | 69.8%-34.5pp |
| Annual return | -37.94% | -12.26%-25.7pp | 408.60%-446.5pp | 1.58%-39.5pp |
| Employer contribution / active EE | $920 | $1,983-53.6% | $4,226-78.2% | $2,544-63.8% |
| Participant deferral / active EE | $1,459 | $4,395-66.8% | $6,182-76.4% | $4,237-65.6% |
| Admin fee / account holder | $96 | $591-83.8% | $8,698-98.9% | $593-83.9% |