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 8-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: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $3,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,019 | $60,323-70.1% | $81,812-78.0% | $74,495-75.8% |
| Participation rate | 97.3% | 62.9%+34.5pp | 72.3%+25.0pp | 67.2%+30.1pp |
| Annual return | 14.11% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,437 | $2,620+31.2% | $2,912+18.0% | $2,623+31.0% |
| Participant deferral / active EE | $3,132 | $3,387-7.5% | $4,319-27.5% | $4,346-27.9% |
| Admin fee / account holder | $19 | $1,486-98.8% | $7,386-99.7% | $1,942-99.0% |