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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,344 |
Service code 27 · EIN 36-4540515 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $17,828 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $2,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,835 | $55,415-73.2% | $155,509-90.5% | $74,495-80.1% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 12.68% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $980 | $2,267-56.8% | $4,672-79.0% | $2,623-62.6% |
| Participant deferral / active EE | $1,618 | $2,836-42.9% | $5,626-71.2% | $4,346-62.8% |
| Admin fee / account holder | $122 | $1,738-93.0% | $15,912-99.2% | $1,942-93.7% |