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: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $1,184 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $369 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,763 | $59,535-92.0% | $90,160-94.7% | $62,292-92.4% |
| Participation rate | 81.7% | 73.0%+8.6pp | 76.9%+4.8pp | 69.5%+12.2pp |
| Annual return | 830.30% | 23.53%+806.8pp | 34.88%+795.4pp | 28.90%+801.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,318 | $4,639-50.0% | $5,288-56.2% | $3,169-26.9% |
| Admin fee / account holder | $8 | $337-97.5% | $5,943-99.9% | $479-98.2% |