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 |
|---|---|---|
RPW SOLUTIONS LLC2 years Service code 13 | Contract Administrator | $17,526 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $12,989 |
Service code 10 375 GROVE STREET, SUITE 2-400 · NEWTON, MA 02466 | Accounting | $6,926 |
Service code 33 | Other fees; Securities brokerage | $6,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,235 | $80,724-48.9% | $103,333-60.1% | $74,495-44.6% |
| Participation rate | 84.0% | 65.7%+18.3pp | 74.5%+9.5pp | 67.2%+16.8pp |
| Annual return | 15.23% | 27.56%-12.3pp | 24.88%-9.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,029 | $3,157-67.4% | $3,868-73.4% | $2,623-60.8% |
| Participant deferral / active EE | $3,798 | $3,860-1.6% | $5,057-24.9% | $4,346-12.6% |
| Admin fee / account holder | $251 | $2,368-89.4% | $8,355-97.0% | $1,942-87.1% |