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: UNITED BANK Service code 27 2071 CHAIN BRIDGE RDD · VIENNA, VA 22812 | Advisory (Plan) | $29,876 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS, INC Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $19,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANTY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,076 | $54,193-66.6% | $93,606-80.7% | $77,643-76.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 15.57% | 30.54%-15.0pp | 133.20%-117.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $653 | $1,168-44.1% | $2,420-73.0% | $2,726-76.0% |
| Participant deferral / active EE | $2,809 | $3,144-10.7% | $4,411-36.3% | $4,647-39.6% |
| Admin fee / account holder | $111 | $576-80.7% | $8,285-98.7% | $430-74.1% |