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 |
|---|---|---|
TROUT EBERSOLE & GROFF LLP2 years Service code 99 1705 OREGON PIKE · LANCASTER, PA 17601 | Other Fees | $2,850 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,180 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,731 | $101,317+128.7% | $146,958+57.7% | $74,495+211.1% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 19.87% | 8730.91%-8711.0pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $7,909 | $3,810+107.6% | $4,933+60.3% | $2,623+201.5% |
| Participant deferral / active EE | $9,326 | $7,303+27.7% | $8,070+15.6% | $4,346+114.6% |
| Admin fee / account holder | $19 | $1,739-98.9% | $12,998-99.9% | $1,942-99.0% |