Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
STALKER & ASSOCIATES, INC.7 years Service code 13 · EIN 23-2756743 301 S. STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $9,734 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467909 | Recordkeeping Fees | $2,552 |
Filed as: EMPOWER ADVISORY GROUP, LC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,281 | $85,515-15.5% | $112,040-35.5% | $67,986+6.3% |
| Participation rate | 46.2% | 68.2%-22.1pp | 76.5%-30.3pp | 57.2%-11.1pp |
| Annual return | 15.40% | 29.68%-14.3pp | 24.52%-9.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $1,936 | $2,191-11.7% | $2,954-34.5% | $2,019-4.1% |
| Participant deferral / active EE | $4,169 | $4,014+3.9% | $5,098-18.2% | $3,358+24.1% |
| Admin fee / account holder | $88 | $3,774-97.7% | $12,098-99.3% | $3,203-97.3% |