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 | $66,610 |
CAPSOUTH PARTNERS9 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $49,486 |
MCDANIEL & ASSOCIATES, PC3 years Service code 10 PO BOX 6356 · DOTHAN, AL 36302 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,056 | $89,436-54.1% | $164,813-75.1% | $77,643-47.1% |
| Participation rate | 95.0% | 78.6%+16.3pp | 78.6%+16.3pp | 70.6%+24.4pp |
| Annual return | 11.90% | 28.83%-16.9pp | 69.93%-58.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,405 | $2,569-45.3% | $4,341-67.6% | $2,726-48.4% |
| Participant deferral / active EE | $3,545 | $4,897-27.6% | $6,031-41.2% | $4,647-23.7% |
| Admin fee / account holder | $239 | $339-29.5% | $12,690-98.1% | $430-44.4% |