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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $150,307 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 | Recordkeeping Fees | $26,698 |
BOIVIN & ASSOCIATES1 year Filed as: BOIVIN & ASSOCIATES CPAS PLLC Service code 10 | Accounting | $5,000 |
Service code 99 | Other Fees | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,446 | $104,919+1.5% | $116,228-8.4% | $85,563+24.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.6%+25.4pp | 66.0%+34.0pp |
| Annual return | 13.95% | 15.38%-1.4pp | 90.06%-76.1pp | 31.51%-17.6pp |
| Employer contribution / active EE | $3,684 | $3,485+5.7% | $2,994+23.0% | $2,654+38.8% |
| Participant deferral / active EE | $5,211 | $5,306-1.8% | $4,953+5.2% | $4,375+19.1% |
| Admin fee / account holder | $34 | $429-92.0% | $11,989-99.7% | $834-95.9% |