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 |
|---|---|---|
CPS BENEFITS2 years Filed as: CPS EMPLOYER BENEFITS INSURANCE Service code 27 | Advisory (Plan) | $8,000 |
HICKS PENSION SERVICES3 years Service code 13 | Contract Administrator | $675 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $550 |
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 | $49,799 | $72,607-31.4% | $90,749-45.1% | $66,914-25.6% |
| Participation rate | 90.2% | 73.7%+16.5pp | 75.7%+14.5pp | 69.8%+20.3pp |
| Annual return | -16.11% | -12.28%-3.8pp | -12.16%-3.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,261 | $3,977+7.1% | $4,564-6.6% | $4,237+0.6% |
| Admin fee / account holder | $120 | $707-83.0% | $8,445-98.6% | $593-79.7% |