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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,737 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $3,043 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $3,043 |
FARBER HASS HURLEY LLP1 year Service code 99 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Other Fees | $2,000 |
FREDRICKSON AND BYRON1 year Filed as: FREDRICKSON AND BYRON PA Service code 99 200 SOUTH 6TH STREET, SUITE 4000 · MINNEAPOLIS, MN 55402 | Other Fees | $949 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,450 | $112,623-83.6% | $106,213-82.6% | $199,593-90.8% |
| Participation rate | 80.6% | 86.2%-5.6pp | 75.3%+5.3pp | 72.0%+8.6pp |
| Annual return | 8.86% | 15.57%-6.7pp | 116.14%-107.3pp | 34.25%-25.4pp |
| Employer contribution / active EE | $0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $8 | $107-92.2% | $11,033-99.9% | $269-96.9% |