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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,266 |
PARK AVENUE SECURITIES LLC6 years Service code 55 · EIN 13-4023176 | Other Commissions | $19,245 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $2,040 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,875 | $83,884-25.0% | $64,056-1.8% | $74,419-15.5% |
| Participation rate | 75.2% | 76.6%-1.4pp | 72.3%+2.9pp | 70.7%+4.5pp |
| Annual return | 8.10% | 16.57%-8.5pp | 33.69%-25.6pp | 34.38%-26.3pp |
| Employer contribution / active EE | $1,547 | $3,084-49.8% | $2,747-43.7% | $2,637-41.4% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $246 | $196+25.6% | $3,068-92.0% | $348-29.2% |