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 ASSOCIATION10+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $14,020 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,935 |
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 | $263,954 | $79,013+234.1% | $100,391+162.9% | $74,495+254.3% |
| Participation rate | 96.6% | 79.5%+17.1pp | 81.5%+15.1pp | 67.2%+29.4pp |
| Annual return | 16.34% | 20.41%-4.1pp | 49.20%-32.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $12,140 | $3,021+301.8% | $3,942+208.0% | $2,623+362.8% |
| Participant deferral / active EE | $8,154 | $7,760+5.1% | $8,082+0.9% | $4,346+87.6% |
| Admin fee / account holder | $154 | $1,320-88.4% | $7,899-98.1% | $1,942-92.1% |