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 5-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 |
|---|---|---|
BPAS5+ years Service code 13 · EIN 16-1503696 | Contract Administrator | $30,217 |
Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $6,260 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
JKJ RETIREMENT SERVICES2 years Service code 26 109 PHEASANT RUN · NEWTON, PA 18940 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,108 | $50,815-34.8% | $155,509-78.7% | $77,643-57.4% |
| Participation rate | 93.7% | 63.1%+30.6pp | 78.2%+15.5pp | 70.6%+23.2pp |
| Annual return | 10.98% | 34.80%-23.8pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,571 | $1,993-21.2% | $4,672-66.4% | $2,726-42.4% |
| Participant deferral / active EE | $2,515 | $2,822-10.9% | $5,626-55.3% | $4,647-45.9% |
| Admin fee / account holder | $95 | $437-78.2% | $15,912-99.4% | $430-77.9% |