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 |
|---|---|---|
FBP INSURANCE SERVICES INC2+ years Service code 16 130 THEORY STE 200 · IRVINE, CA 926173065 | Consulting | $28,130 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,716 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,483 | $56,277+67.9% | $80,975+16.7% | $62,891+50.2% |
| Participation rate | 63.6% | 69.0%-5.3pp | 75.8%-12.2pp | 69.3%-5.7pp |
| Annual return | 8.61% | 22.12%-13.5pp | 17.10%-8.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,025 | $4,195+67.4% | $5,696+23.3% | $3,203+119.3% |
| Admin fee / account holder | $263 | $3,741-93.0% | $5,516-95.2% | $4,296-93.9% |