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 8-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CATALINA CAPITAL GROUP LLC Service code 27 2601 AIRPORT BLVD STE 375 · TORRANCE, CA 90605 | Advisory (Plan) | $18,247 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $3,981 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,398 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,215 |
Service code 99 13006 PHILADELPHIA ST STE 305 · WHITTIER, CT 90601 | Other Fees | $673 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,642 | $89,436-69.1% | $164,813-83.2% | $77,643-64.4% |
| Participation rate | 44.4% | 78.6%-34.2pp | 78.6%-34.2pp | 70.6%-26.2pp |
| Annual return | 8.51% | 28.83%-20.3pp | 69.93%-61.4pp | 31.24%-22.7pp |
| Employer contribution / active EE | $881 | $2,569-65.7% | $4,341-79.7% | $2,726-67.7% |
| Participant deferral / active EE | $1,523 | $4,897-68.9% | $6,031-74.8% | $4,647-67.2% |
| Admin fee / account holder | $3 | $339-99.1% | $12,690-100.0% | $430-99.3% |