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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,271 |
ALERUS FINANCIAL, N.A.1 year Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 | Recordkeeping | $48,808 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $23,359 |
DEMARS PENSION CONSULTING SERVICES10+ years Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $4,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,438 | $45,031+0.9% | $85,009-46.5% | $77,671-41.5% |
| Participation rate | 97.0% | 48.7%+48.3pp | 67.5%+29.5pp | 70.6%+26.4pp |
| Annual return | 13.09% | 79.22%-66.1pp | 66.47%-53.4pp | 31.21%-18.1pp |
| Employer contribution / active EE | $939 | $1,609-41.7% | $2,728-65.6% | $2,726-65.6% |
| Participant deferral / active EE | $4,708 | $2,807+67.7% | $4,522+4.1% | $4,648+1.3% |
| Admin fee / account holder | $234 | $912-74.3% | $6,153-96.2% | $430-45.6% |