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 GROUP3 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $4,790 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $2,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,609 | $57,651-38.2% | $112,229-68.3% | $71,457-50.2% |
| Participation rate | 75.8% | 58.9%+16.8pp | 72.4%+3.3pp | 67.9%+7.9pp |
| Annual return | 18.00% | 18.32%-0.3pp | 30.20%-12.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,089 | $1,913-43.1% | $3,430-68.3% | $2,588-57.9% |
| Participant deferral / active EE | $2,751 | $2,863-3.9% | $4,798-42.7% | $4,289-35.8% |
| Admin fee / account holder | $67 | $1,581-95.7% | $7,748-99.1% | $1,587-95.8% |