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 CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $90,933 |
UMR2 years Service code 13 · EIN 35-1860603 | Contract Administrator | $38,479 |
STANDARD VALUATIONS4 years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $32,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $17,913 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,261 | $103,641-8.1% | $107,525-11.4% | $102,872-7.4% |
| Participation rate | 85.3% | 79.4%+5.8pp | 75.1%+10.2pp | 73.0%+12.2pp |
| Annual return | 9.77% | 13.08%-3.3pp | 181.32%-171.5pp | 19.06%-9.3pp |
| Employer contribution / active EE | $5,207 | $5,096+2.2% | $3,754+38.7% | $3,526+47.7% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $168 | $276-39.2% | $8,919-98.1% | $292-42.5% |