See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CPS BENEFITS3 years Filed as: CPS EMPLOYER BENEFITS INSURANCE Service code 27 | Advisory (Plan) | $16,000 |
HICKS PENSION SERVICES4 years Service code 13 | Contract Administrator | $2,700 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $1,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,231 | $71,516-27.0% | $98,439-46.9% | $71,457-26.9% |
| Participation rate | 90.6% | 72.7%+17.9pp | 75.2%+15.5pp | 67.9%+22.7pp |
| Annual return | 15.75% | 32.41%-16.7pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,737 | $4,109+15.3% | $4,7380% | $4,289+10.5% |
| Admin fee / account holder | $143 | $1,675-91.5% | $8,948-98.4% | $1,587-91.0% |