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 |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $6,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,128 |
Filed as: DYATECH LLC Service code 13 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Contract Administrator | $655 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · EENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
C E S INS AGENCY INC1 year Filed as: INS SERVICES OF SAN FRANCISCO INC Service code 55 75 PORT CITY LNDG #420 · MT PLEASANT, SC 29464 | Other Commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,039 | $79,013-59.5% | $100,391-68.1% | $74,495-57.0% |
| Participation rate | 67.5% | 79.5%-11.9pp | 81.5%-13.9pp | 67.2%+0.3pp |
| Annual return | 51.40% | 20.41%+31.0pp | 49.20%+2.2pp | 1364.94%-1313.5pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,391 | $7,760-4.8% | $8,082-8.5% | $4,346+70.1% |
| Admin fee / account holder | $66 | $1,320-95.0% | $7,899-99.2% | $1,942-96.6% |