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 |
|---|---|---|
UNITED BENEFITS GROUP2 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $8,153 |
Service code 99 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,037 |
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 | $53,887 | $57,651-6.5% | $112,229-52.0% | $71,457-24.6% |
| Participation rate | 68.8% | 58.9%+9.9pp | 72.4%-3.6pp | 67.9%+0.9pp |
| Annual return | 14.41% | 18.32%-3.9pp | 30.20%-15.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $542 | $1,913-71.7% | $3,430-84.2% | $2,588-79.0% |
| Participant deferral / active EE | $3,393 | $2,863+18.5% | $4,798-29.3% | $4,289-20.9% |
| Admin fee / account holder | $106 | $1,581-93.3% | $7,748-98.6% | $1,587-93.3% |