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: GALLAGHER BENEFIT SERVICES Service code 99 1100 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Other Fees | $11,667 |
Filed as: JP MORGAN INVEST HOLDINGS INC. Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,146 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,316 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,501 | $54,193-5.0% | $93,606-45.0% | $77,643-33.7% |
| Participation rate | 85.1% | 63.9%+21.1pp | 68.7%+16.3pp | 70.6%+14.5pp |
| Annual return | 13.87% | 30.54%-16.7pp | 133.20%-119.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1 | $1,168-99.9% | $2,420-99.9% | $2,726-100.0% |
| Participant deferral / active EE | $4,193 | $3,144+33.4% | $4,411-5.0% | $4,647-9.8% |
| Admin fee / account holder | $6 | $576-99.0% | $8,285-99.9% | $430-98.7% |