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 27 · EIN 36-4540515 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $14,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,826 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $1,856 |
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 | $13,054 | $61,272-78.7% | $149,673-91.3% | $71,457-81.7% |
| Participation rate | 92.2% | 62.5%+29.7pp | 78.8%+13.4pp | 67.9%+24.2pp |
| Annual return | 19.32% | 35.85%-16.5pp | 134.42%-115.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $772 | $2,378-67.6% | $4,818-84.0% | $2,588-70.2% |
| Participant deferral / active EE | $1,439 | $2,917-50.7% | $5,680-74.7% | $4,289-66.4% |
| Admin fee / account holder | $121 | $1,261-90.4% | $13,210-99.1% | $1,587-92.4% |