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 3-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 |
|---|---|---|
KRILOGY FINANCIAL LLC1 year Service code 27 275 N LINDBERGH BLVD STE 20 · SAINT LOUIS, MA 631417832 | Advisory (Plan) | $70,231 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,132 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $21,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,368 | $50,127-39.4% | $149,673-79.7% | $80,160-62.1% |
| Participation rate | 54.9% | 64.3%-9.4pp | 78.8%-23.8pp | 72.9%-18.0pp |
| Annual return | 2148.82% | 29.82%+2119.0pp | 134.42%+2014.4pp | 40.38%+2108.4pp |
| Employer contribution / active EE | $907 | $1,865-51.4% | $4,818-81.2% | $2,978-69.5% |
| Participant deferral / active EE | $2,578 | $3,194-19.3% | $5,680-54.6% | $5,017-48.6% |
| Admin fee / account holder | $95 | $153-37.5% | $13,210-99.3% | $145-34.2% |