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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,913 |
CTM LEGAL GROUP3 years Service code 29 · EIN 46-1047517 | Legal | $21,831 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $11,000 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $7,500 |
AMALGAMATED BANK6+ years Service code 18 · EIN 36-0721895 | Account maintenance fees; Float reven... | $3,062 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,904 | $44,897-60.1% | $84,966-78.9% | $199,593-91.0% |
| Participation rate | 98.9% | 45.7%+53.2pp | 67.5%+31.4pp | 72.0%+27.0pp |
| Annual return | 9.03% | 20.96%-11.9pp | 66.38%-57.3pp | 34.25%-25.2pp |
| Employer contribution / active EE | $5,891 | $1,365+331.5% | $2,727+116.0% | $3,034+94.2% |
| Participant deferral / active EE | $41 | $2,668-98.5% | $4,519-99.1% | $5,087-99.2% |
| Admin fee / account holder | $248 | $584-57.6% | $6,149-96.0% | $269-7.8% |