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 COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $246,450 |
APRIO LLP2 years Filed as: HA & W WEALTH MANAGEMENT LLC Service code 27 2002 SUMMIT BLVD STE 120 · ATLANTA, GA 303191498 | Advisory (Plan) | $75,823 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,887 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS LANE & COMPANY LLC Service code 10 7000 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Accounting | $11,800 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
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 | $71,223 | $103,975-31.5% | $96,576-26.3% | $103,975-31.5% |
| Participation rate | 62.0% | 72.5%-10.6pp | 81.4%-19.5pp | 72.5%-10.6pp |
| Annual return | 19.66% | 19.41%+0.2pp | 38.47%-18.8pp | 19.41%+0.2pp |
| Employer contribution / active EE | $2,083 | $3,722-44.0% | $3,553-41.4% | $3,722-44.0% |
| Participant deferral / active EE | $4,565 | $5,343-14.6% | $7,956-42.6% | $5,343-14.6% |
| Admin fee / account holder | $234 | $332-29.5% | $11,381-97.9% | $332-29.5% |