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 SERVICES3 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $7,957 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,150 |
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 | $69,197 | $129,021-46.4% | $184,203-62.4% | $77,643-10.9% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.8%+4.1pp | 70.6%+20.4pp |
| Annual return | 18.96% | 33.27%-14.3pp | 28.81%-9.8pp | 31.24%-12.3pp |
| Employer contribution / active EE | $1,350 | $4,413-69.4% | $6,427-79.0% | $2,726-50.5% |
| Participant deferral / active EE | $6,691 | $7,297-8.3% | $9,131-26.7% | $4,647+44.0% |
| Admin fee / account holder | $1 | $254-99.6% | $13,901-100.0% | $430-99.8% |