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 GROUP5 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,319 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,375 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,661 | $68,914-39.5% | $136,749-69.5% | $74,304-43.9% |
| Participation rate | 82.5% | 51.3%+31.2pp | 72.1%+10.4pp | 60.3%+22.2pp |
| Annual return | 16.39% | 16.34%0pp | 24.33%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,151 | $1,561-26.3% | $3,400-66.1% | $2,241-48.7% |
| Participant deferral / active EE | $2,984 | $2,541+17.4% | $4,692-36.4% | $3,767-20.8% |
| Admin fee / account holder | $63 | $3,149-98.0% | $11,386-99.4% | $2,969-97.9% |