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 RETIREMENT Service code 13 · EIN 84-1455663 | Contract Administrator | $331,786 |
RSM US LLP1 year Service code 10 | Accounting | $31,085 |
PORTFOLIO EVALUATIONS, INC.3 years Service code 99 | Other Fees | $24,000 |
Filed as: LOCKTON COMPANIES LLC Service code 13 | Contract Administrator | $20,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,900 | $105,247-56.4% | $87,100-47.3% | $77,787-41.0% |
| Participation rate | 98.5% | 85.8%+12.7pp | 76.9%+21.6pp | 73.2%+25.3pp |
| Annual return | 22.02% | 24.52%-2.5pp | 28.19%-6.2pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,146 | $2,895-60.4% | $2,521-54.5% | $2,504-54.2% |
| Participant deferral / active EE | $3,262 | $5,060-35.5% | $4,049-19.4% | $3,967-17.8% |
| Admin fee / account holder | $86 | $104-17.5% | $7,497-98.8% | $100-13.8% |