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 | $275,315 |
RSM US LLP2 years Service code 10 | Accounting | $68,000 |
PORTFOLIO EVALUATIONS, INC.4 years Service code 99 | Other Fees | $24,000 |
Filed as: LOCKTON COMPANIES LLC Service code 13 | Contract Administrator | $20,480 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 99 | Other Fees | $10,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,043 | $176,491-65.4% | $95,952-36.4% | $90,288-32.4% |
| Participation rate | 98.0% | 86.6%+11.5pp | 77.1%+21.0pp | 73.4%+24.7pp |
| Annual return | 14.74% | 20.14%-5.4pp | 91.61%-76.9pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,333 | $2,789-52.2% | $2,541-47.6% | $2,524-47.2% |
| Participant deferral / active EE | $3,757 | $5,340-29.6% | $4,167-9.8% | $4,232-11.2% |
| Admin fee / account holder | $97 | $154-37.3% | $6,795-98.6% | $114-15.3% |