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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,452 |
ACE TELEPHONE ASSOCIATION11+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $12,000 |
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 | $302,190 | $88,634+240.9% | $101,326+198.2% | $74,304+306.7% |
| Participation rate | 97.4% | 76.9%+20.5pp | 81.5%+15.9pp | 60.3%+37.0pp |
| Annual return | 15.35% | 33.10%-17.7pp | 36.82%-21.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $7,648 | $2,930+161.0% | $3,665+108.7% | $2,241+241.2% |
| Participant deferral / active EE | $7,880 | $7,322+7.6% | $7,994-1.4% | $3,767+109.2% |
| Admin fee / account holder | $163 | $2,425-93.3% | $11,185-98.5% | $2,969-94.5% |