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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $240,365 |
SMITH, MOORE & CO.2 years Filed as: SMITH MOORE Service code 55 9401 INDIAN CREEK PKWY STE 1050 · OVERLAND PARK, KS 66210 | Other Commissions | $124,096 |
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 13 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Contract Administrator | $24,278 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 13 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Contract Administrator | $6,363 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,586 | $110,299-64.1% | $102,423-61.4% | $199,593-80.2% |
| Participation rate | 93.2% | 86.3%+6.9pp | 76.5%+16.7pp | 72.0%+21.2pp |
| Annual return | 13.18% | 35.73%-22.6pp | 29.32%-16.1pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,110 | $3,603-41.4% | $3,023-30.2% | $3,034-30.5% |
| Participant deferral / active EE | $2,102 | $6,376-67.0% | $5,053-58.4% | $5,087-58.7% |
| Admin fee / account holder | $156 | $122+27.5% | $9,451-98.4% | $269-42.0% |