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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,777 |
Filed as: MASSACHUSETTS MUTUAL LIFE INCS. CO. Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $19,482 |
YURCHYK & DAVIS CPA'S, INC.8+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $7,900 |
BENESYS, INC.8+ years Filed as: BENESYS Service code 14 · EIN 32-2383171 | Plan Administrator | $7,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $63,417 | $76,774-17.4% | $112,228-43.5% | $77,904-18.6% |
| Participation rate | 13.6% | 80.2%-66.6pp | 75.1%-61.5pp | 73.7%-60.1pp |
| Annual return | -14.28% | -10.25%-4.0pp | 27.45%-41.7pp | 12.21%-26.5pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,236 | $3,778-67.3% | $4,728-73.8% | $4,806-74.3% |
| Admin fee / account holder | $174 | $239-27.1% | $6,410-97.3% | $133+31.4% |