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 |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $8,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,510 |
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 | $66,163 | $100,227-34.0% | $169,993-61.1% | $74,419-11.1% |
| Participation rate | 89.4% | 87.3%+2.1pp | 87.0%+2.4pp | 70.7%+18.7pp |
| Annual return | 24.19% | 66.08%-41.9pp | 53.37%-29.2pp | 34.38%-10.2pp |
| Employer contribution / active EE | $1,250 | $4,263-70.7% | $6,785-81.6% | $2,637-52.6% |
| Participant deferral / active EE | $6,240 | $7,143-12.6% | $10,408-40.0% | $4,528+37.8% |
| Admin fee / account holder | $1 | $234-99.6% | $12,815-100.0% | $348-99.8% |