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 | $4,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,635 |
Service code 99 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,530 | $86,655-63.6% | $119,609-73.6% | $66,914-52.9% |
| Participation rate | 73.1% | 75.6%-2.4pp | 79.3%-6.1pp | 69.8%+3.3pp |
| Annual return | -17.22% | -8.00%-9.2pp | -14.97%-2.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $988 | $2,536-61.0% | $4,232-76.7% | $2,544-61.2% |
| Participant deferral / active EE | $2,710 | $4,358-37.8% | $5,602-51.6% | $4,237-36.0% |
| Admin fee / account holder | $72 | $755-90.4% | $10,323-99.3% | $593-87.8% |