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 |
|---|---|---|
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,281 | $87,870-17.7% | $113,168-36.1% | $74,304-2.7% |
| Participation rate | 46.2% | 70.7%-24.6pp | 76.6%-30.4pp | 60.3%-14.2pp |
| Annual return | 15.40% | 26.44%-11.0pp | 24.27%-8.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,936 | $2,277-15.0% | $2,975-34.9% | $2,241-13.6% |
| Participant deferral / active EE | $4,169 | $4,241-1.7% | $5,107-18.4% | $3,767+10.7% |
| Admin fee / account holder | $88 | $3,368-97.4% | $12,068-99.3% | $2,969-97.1% |