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 4-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 CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,150 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 55 | Other Commissions | $38,326 |
COHEN & STEERS1 year Filed as: COHEN & COMPANY LTE Service code 10 1350 EUCLID AVE · CLEVELAND, OH 44115 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: REA & ASSOCIATES, INC. Service code 13 122 FOURTH ST. NW · NEW PHILADELPHIA, OH 446635120 | Contract Administrator | $9,500 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 CAPIAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,544 | $95,880-21.2% | $107,525-29.7% | $85,563-11.7% |
| Participation rate | 29.0% | 70.1%-41.2pp | 75.1%-46.1pp | 66.0%-37.0pp |
| Annual return | 14.57% | 68.06%-53.5pp | 181.32%-166.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,296 | $3,812-66.0% | $3,754-65.5% | $2,654-51.1% |
| Participant deferral / active EE | $3,059 | $4,201-27.2% | $5,116-40.2% | $4,375-30.1% |
| Admin fee / account holder | $280 | $1,025-72.7% | $8,919-96.9% | $834-66.4% |