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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,974 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $5,675 |
M2B RETIREMENT CONSULTING LLC2+ years Service code 13 · EIN 81-3989034 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $5,464 |
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 | $14,348 | $61,272-76.6% | $149,673-90.4% | $71,457-79.9% |
| Participation rate | 18.6% | 62.5%-43.9pp | 78.8%-60.2pp | 67.9%-49.3pp |
| Annual return | 11.91% | 35.85%-23.9pp | 134.42%-122.5pp | 28.85%-16.9pp |
| Employer contribution / active EE | $814 | $2,378-65.8% | $4,818-83.1% | $2,588-68.6% |
| Participant deferral / active EE | $1,519 | $2,917-47.9% | $5,680-73.3% | $4,289-64.6% |
| Admin fee / account holder | $259 | $1,261-79.5% | $13,210-98.0% | $1,587-83.7% |