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 |
|---|---|---|
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $644 |
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 | $21,037 | $65,061-67.7% | $143,757-85.4% | $66,914-68.6% |
| Participation rate | 99.5% | 65.2%+34.4pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -15.56% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,167 | $2,361+76.5% | $4,951-15.8% | $2,544+63.8% |
| Participant deferral / active EE | $5,558 | $2,919+90.4% | $5,637-1.4% | $4,237+31.2% |
| Admin fee / account holder | $6 | $502-98.7% | $14,673-100.0% | $593-98.9% |