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 | Contract Administrator | $112,651 |
WEEBF6 years Service code 13 · EIN 39-1651543 | Contract Administrator | $94,050 |
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $73,812 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $31,967 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $21,750 |
Filed as: ALLEN BATES TECHNOLOGIES, INC. Service code 99 600 MCKNIGHT PARK DRIVE STE 606 · PITTSBURGH, PA 15237 | Other Fees | $5,060 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,433 | $241,101+3.9% | $103,333+142.4% | $199,593+25.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 74.5%+14.4pp | 72.0%+16.9pp |
| Annual return | 12.20% | 17.80%-5.6pp | 24.88%-12.7pp | 34.25%-22.0pp |
| Employer contribution / active EE | $10,512 | $4,244+147.7% | $3,868+171.8% | $3,034+246.4% |
| Participant deferral / active EE | $408 | $3,958-89.7% | $5,057-91.9% | $5,087-92.0% |
| Admin fee / account holder | $107 | $288-62.8% | $8,355-98.7% | $269-60.2% |