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 |
|---|---|---|
Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $12,453 |
Service code 13 · EIN 41-1447816 | Contract Administrator | $8,116 |
Filed as: MIDWEST PENSION AND PROFIT SHG SVCS Service code 13 | Contract Administrator | $4,531 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $2,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,319 | $63,442-34.9% | $68,791-39.9% | $66,914-38.3% |
| Participation rate | 69.0% | 60.0%+9.1pp | 69.0%0pp | 69.8%-0.8pp |
| Annual return | -17.06% | -8.29%-8.8pp | -6.38%-10.7pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,858 | $1,775+4.7% | $2,655-30.0% | $2,544-27.0% |
| Participant deferral / active EE | $2,806 | $2,945-4.7% | $3,941-28.8% | $4,237-33.8% |
| Admin fee / account holder | $154 | $577-73.4% | $4,932-96.9% | $593-74.1% |