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 6-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: BENEFIT PLANS PLUS, LLC Service code 13 702 A BARRET BLVD · HENDERSEN, KY 42420 | Contract Administrator | $8,208 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,317 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,809 | $88,083+14.4% | $164,813-38.8% | $74,495+35.3% |
| Participation rate | 78.2% | 73.0%+5.2pp | 78.6%-0.4pp | 67.2%+11.0pp |
| Annual return | 18.88% | 17.26%+1.6pp | 69.93%-51.0pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $3,678 | $2,593+41.8% | $4,341-15.3% | $2,623+40.2% |
| Participant deferral / active EE | $7,471 | $4,498+66.1% | $6,031+23.9% | $4,346+71.9% |
| Admin fee / account holder | $19 | $2,234-99.2% | $12,690-99.9% | $1,942-99.0% |