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 |
|---|---|---|
PARSONS CPA PLLC1 year Filed as: PARSONS CPA LLC Service code 99 922 EAST BLVD · CHARLOTTE, NC 28203 | Other Fees | $11,875 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,080 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLARE, CO 80111 | Investment Management | $2,866 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $35,309 | $98,727-64.2% | $113,168-68.8% | $85,563-58.7% |
| Participation rate | 21.3% | 80.8%-59.5pp | 76.6%-55.3pp | 66.0%-44.7pp |
| Annual return | 10.11% | 17.43%-7.3pp | 24.27%-14.2pp | 31.51%-21.4pp |
| Employer contribution / active EE | $517 | $2,907-82.2% | $2,975-82.6% | $2,654-80.5% |
| Participant deferral / active EE | $875 | $5,424-83.9% | $5,107-82.9% | $4,375-80.0% |
| Admin fee / account holder | $237 | $357-33.7% | $12,068-98.0% | $834-71.6% |