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 ASSOCIATION9+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $13,125 |
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 | $235,993 | $69,477+239.7% | $94,646+149.3% | $71,457+230.3% |
| Participation rate | 95.1% | 78.4%+16.6pp | 80.8%+14.3pp | 67.9%+27.2pp |
| Annual return | 17.27% | 29.66%-12.4pp | 156.71%-139.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $6,865 | $2,853+140.6% | $3,672+87.0% | $2,588+165.3% |
| Participant deferral / active EE | $7,134 | $7,345-2.9% | $7,418-3.8% | $4,289+66.3% |
| Admin fee / account holder | $90 | $1,210-92.6% | $7,231-98.8% | $1,587-94.3% |