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 Service code 13 · EIN 84-1455663 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $472,393 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $26,000 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHODES CIRCLE DRIVE · CENTERTVILLE, OH 45458 | Legal | $19,023 |
HARRIS, HARDIN & COMPANY, A.C.10+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $15,519 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,995 | $118,972-90.8% | $105,223-89.6% | $118,972-90.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.0%+25.0pp | 78.0%+22.0pp |
| Annual return | 8.32% | 15.19%-6.9pp | 180.65%-172.3pp | 15.19%-6.9pp |
| Employer contribution / active EE | $1,136 | $3,776-69.9% | $3,689-69.2% | $3,776-69.9% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $5,072-100.0% | $6,017-100.0% |
| Admin fee / account holder | $55 | $127-56.9% | $8,859-99.4% | $127-56.9% |