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.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $76,535 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,230 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $18,851 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $17,110 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $12,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,384 |
THE RETIREMENT ADVANTAGE INC1+ years Service code 13 | Contract Administrator | $1,165 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $780 |
Employer 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 | $13,671 | $50,815-73.1% | $155,509-91.2% | $77,643-82.4% |
| Participation rate | 71.0% | 63.1%+7.9pp | 78.2%-7.1pp | 70.6%+0.5pp |
| Annual return | 13.05% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $271 | $1,993-86.4% | $4,672-94.2% | $2,726-90.1% |
| Participant deferral / active EE | $3,574 | $2,822+26.6% | $5,626-36.5% | $4,647-23.1% |
| Admin fee / account holder | $107 | $437-75.4% | $15,912-99.3% | $430-75.1% |