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 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $5,817 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 10 EXCHANGE PLACE, STE. 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $5,817 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED SERVICES, INC. DBA Service code 13 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $3,700 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER E, CO 80202 | Other Fees | $1,044 |
Filed as: EMPOWER ASSETS GROUP LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $657 |
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 | $47,800 | $49,451-3.3% | $79,550-39.9% | $66,914-28.6% |
| Participation rate | 59.9% | 61.3%-1.5pp | 69.5%-9.6pp | 69.8%-9.9pp |
| Annual return | -14.24% | 84.25%-98.5pp | 0.16%-14.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $609 | $1,266-51.8% | $2,413-74.7% | $2,544-76.0% |
| Participant deferral / active EE | $4,794 | $3,159+51.8% | $3,985+20.3% | $4,237+13.1% |
| Admin fee / account holder | $53 | $595-91.1% | $6,832-99.2% | $593-91.1% |