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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $35,582 |
SJT GROUP LLC1 year Service code 10 4811 HARDWARE NE STE E-4 · ALBUQUERQUE, NM 87109 | Accounting | $14,529 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,126 |
Filed as: MODRALL SPERLING ROEHL HARRIS & Service code 29 SISK PA DBA MODRAL · ALBUQUERQUE, NM 871032168 | Legal | $609 |
LEGACY BENEFIT SERVICES1 year Filed as: LEGACY BENEFIT SERVICES LLC Service code 13 5600 S. QUEBEC STREET, SUITE 141B · GREENWOOD VILLAGE, CO 801112209 | Contract Administrator | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,959 | $50,815-41.0% | $155,509-80.7% | $77,643-61.4% |
| Participation rate | 69.1% | 63.1%+6.0pp | 78.2%-9.0pp | 70.6%-1.4pp |
| Annual return | 11.18% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,785 | $1,993-10.4% | $4,672-61.8% | $2,726-34.5% |
| Participant deferral / active EE | $1,321 | $2,822-53.2% | $5,626-76.5% | $4,647-71.6% |
| Admin fee / account holder | $88 | $437-79.8% | $15,912-99.4% | $430-79.6% |