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 · EIN 84-0467907 | Recordkeeping Fees | $126,901 |
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $67,824 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $9,922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $34,934 | $130,141-73.2% | $86,677-59.7% | $77,904-55.2% |
| Participation rate | 89.7% | 85.9%+3.7pp | 76.6%+13.1pp | 73.7%+16.0pp |
| Annual return | -14.59% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $985 | $3,220-69.4% | $2,836-65.3% | $2,848-65.4% |
| Participant deferral / active EE | $2,441 | $5,757-57.6% | $4,656-47.6% | $4,806-49.2% |
| Admin fee / account holder | $148 | $132+12.1% | $7,493-98.0% | $133+11.5% |