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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $56,556 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $4,756 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,190 |
Service code 59 | Shareholder Servicing | $0 |
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 | $100,649 | $93,462+7.7% | $164,813-38.9% | $99,062+1.6% |
| Participation rate | 51.3% | 79.9%-28.6pp | 78.6%-27.3pp | 71.6%-20.3pp |
| Annual return | 14.21% | 15.71%-1.5pp | 69.93%-55.7pp | 17.66%-3.4pp |
| Employer contribution / active EE | $1,417 | $3,099-54.3% | $4,341-67.4% | $3,262-56.6% |
| Participant deferral / active EE | $3,327 | $5,366-38.0% | $6,031-44.8% | $5,331-37.6% |
| Admin fee / account holder | $53 | $81-34.8% | $12,690-99.6% | $109-51.3% |