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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $65,415 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $45,150 |
Filed as: SIGNATURE SECURITIES GROUP Service code 27 · EIN 13-4120476 | Advisory (Plan) | $45,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,897 | $30,147-24.0% | $58,482-60.8% | $80,160-71.4% |
| Participation rate | 23.1% | 34.4%-11.3pp | 50.9%-27.8pp | 72.9%-49.8pp |
| Annual return | 18.66% | 21.97%-3.3pp | 4239.32%-4220.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $204 | $528-61.3% | $1,053-80.6% | $2,978-93.1% |
| Participant deferral / active EE | $1,041 | $1,249-16.6% | $1,924-45.9% | $5,017-79.2% |
| Admin fee / account holder | $146 | $195-24.8% | $2,516-94.2% | $145+1.0% |