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 |
|---|---|---|
ACE TELEPHONE ASSOCIATION8+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $11,550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,511 | $58,320+242.1% | $86,436+130.8% | $66,914+198.2% |
| Participation rate | 98.4% | 78.6%+19.8pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -16.53% | -9.71%-6.8pp | 4394.89%-4411.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $6,646 | $2,615+154.1% | $3,769+76.4% | $2,544+161.2% |
| Participant deferral / active EE | $7,293 | $6,899+5.7% | $6,952+4.9% | $4,237+72.1% |
| Admin fee / account holder | $9 | $546-98.4% | $6,731-99.9% | $593-98.5% |