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 15 · EIN 01-0233346 | Recordkeeping | $8,395 |
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,011 |
Filed as: MERRILL LYNCH-EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,006 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,366 |
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 | $49,596 | $71,883-31.0% | $86,677-42.8% | $68,494-27.6% |
| Participation rate | 65.6% | 72.2%-6.6pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -16.91% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,334 | $2,173+7.4% | $2,836-17.7% | $2,596-10.1% |
| Participant deferral / active EE | $3,084 | $3,779-18.4% | $4,656-33.8% | $4,027-23.4% |
| Admin fee / account holder | $272 | $6,112-95.5% | $7,493-96.4% | $5,403-95.0% |