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 |
|---|---|---|
Service code 10 PO BOX 339 · GASTONIA, NC 28056 | Accounting | $5,500 |
MAXUS PLAN SOLUTIONS5 years Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $4,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Contract Administrator | $2,131 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,757 | $62,603-65.2% | $104,294-79.1% | $66,914-67.5% |
| Participation rate | 50.7% | 59.6%-8.9pp | 73.3%-22.5pp | 69.8%-19.1pp |
| Annual return | -19.09% | -14.70%-4.4pp | 24.61%-43.7pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $831 | $2,853-70.9% | $4,625-82.0% | $4,237-80.4% |
| Admin fee / account holder | $101 | $656-84.5% | $7,339-98.6% | $593-82.9% |