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 8-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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,542 |
PENTEGRA SERVICES, INC.5 years Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $51,154 |
WITHUMSMITH+BROWN, PC5 years Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $22,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,690 | $104,919-23.1% | $116,228-30.6% | $85,563-5.7% |
| Participation rate | 52.8% | 78.6%-25.8pp | 74.6%-21.7pp | 66.0%-13.2pp |
| Annual return | 14.90% | 15.38%-0.5pp | 90.06%-75.2pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,693 | $3,485-51.4% | $2,994-43.4% | $2,654-36.2% |
| Participant deferral / active EE | $2,748 | $5,306-48.2% | $4,953-44.5% | $4,375-37.2% |
| Admin fee / account holder | $226 | $429-47.2% | $11,989-98.1% | $834-72.9% |