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 GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $5,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,176 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,566 | $62,327-42.9% | $120,354-70.4% | $74,495-52.3% |
| Participation rate | 83.9% | 56.8%+27.1pp | 71.9%+12.0pp | 67.2%+16.7pp |
| Annual return | 15.27% | 18.61%-3.3pp | 107.15%-91.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,152 | $1,843-37.5% | $3,463-66.7% | $2,623-56.1% |
| Participant deferral / active EE | $2,976 | $2,893+2.9% | $4,991-40.4% | $4,346-31.5% |
| Admin fee / account holder | $67 | $2,396-97.2% | $9,423-99.3% | $1,942-96.6% |