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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,377 |
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $7,433 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,034 | $57,651-42.7% | $112,229-70.6% | $71,457-53.8% |
| Participation rate | 81.3% | 58.9%+22.3pp | 72.4%+8.8pp | 67.9%+13.4pp |
| Annual return | 22.79% | 18.32%+4.5pp | 30.20%-7.4pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,525 | $1,913-20.3% | $3,430-55.5% | $2,588-41.1% |
| Participant deferral / active EE | $2,431 | $2,863-15.1% | $4,798-49.3% | $4,289-43.3% |
| Admin fee / account holder | $116 | $1,581-92.7% | $7,748-98.5% | $1,587-92.7% |