See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $22,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,722 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,099 | $131,799-40.7% | $200,582-61.1% | $85,563-8.7% |
| Participation rate | 89.7% | 87.9%+1.7pp | 86.9%+2.8pp | 66.0%+23.7pp |
| Annual return | 23.00% | 21.59%+1.4pp | 42.33%-19.3pp | 31.51%-8.5pp |
| Employer contribution / active EE | $1,275 | $4,532-71.9% | $6,419-80.1% | $2,654-51.9% |
| Participant deferral / active EE | $6,408 | $7,702-16.8% | $9,331-31.3% | $4,375+46.5% |
| Admin fee / account holder | $36 | $235-84.6% | $16,305-99.8% | $834-95.6% |