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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,665 |
VALMARK ADVISERS INC4 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $15,665 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,890 | $50,458-64.5% | $159,960-88.8% | $64,808-72.4% |
| Participation rate | 73.5% | 68.0%+5.4pp | 78.0%-4.5pp | 71.5%+2.0pp |
| Annual return | -14.89% | -13.42%-1.5pp | 408.60%-423.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $406 | $1,722-76.4% | $4,226-90.4% | $2,506-83.8% |
| Participant deferral / active EE | $1,938 | $4,004-51.6% | $6,182-68.7% | $4,310-55.0% |
| Admin fee / account holder | $115 | $706-83.7% | $8,698-98.7% | $188-38.8% |