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 | $130,741 |
HORNOR TOWNSEND & KENT INC3 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $70,987 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $10,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,100 | $99,078-57.5% | $96,544-56.4% | $74,419-43.4% |
| Participation rate | 87.4% | 80.7%+6.8pp | 76.0%+11.5pp | 70.7%+16.7pp |
| Annual return | 17.07% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,331 | $2,570-48.2% | $2,965-55.1% | $2,637-49.5% |
| Participant deferral / active EE | $3,194 | $4,933-35.3% | $4,851-34.2% | $4,528-29.5% |
| Admin fee / account holder | $154 | $225-31.6% | $8,252-98.1% | $348-55.8% |