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 |
|---|---|---|
TIMESCALE FINANCIAL INC1 year Service code 27 222 ROSEWOOD DR 11TH FL · DANVERS, MA 01923 | Advisory (Plan) | $14,243 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant 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 | $70,923 | $130,194-45.5% | $169,993-58.3% | $71,457-0.7% |
| Participation rate | 84.4% | 86.1%-1.7pp | 87.0%-2.6pp | 67.9%+16.5pp |
| Annual return | 23.86% | 20.37%+3.5pp | 53.37%-29.5pp | 28.85%-5.0pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,755 | $6,923-16.9% | $10,408-44.7% | $4,289+34.2% |
| Admin fee / account holder | $124 | $966-87.2% | $12,815-99.0% | $1,587-92.2% |