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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,634 |
CAPSOUTH PARTNERS8 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $42,979 |
MCDANIEL & ASSOCIATES, PC2 years Service code 10 PO BOX 6356 · DOTHAN, AL 36302 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,200 | $91,372-60.4% | $129,995-72.2% | $74,419-51.4% |
| Participation rate | 93.4% | 77.8%+15.6pp | 78.5%+14.9pp | 70.7%+22.6pp |
| Annual return | 15.28% | 23.21%-7.9pp | -137.18%+152.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,365 | $2,563-46.7% | $4,320-68.4% | $2,637-48.2% |
| Participant deferral / active EE | $3,722 | $4,721-21.2% | $5,820-36.0% | $4,528-17.8% |
| Admin fee / account holder | $206 | $283-27.4% | $10,614-98.1% | $348-40.9% |