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 | $20,625 |
Service code 27 · EIN 36-4540515 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $19,992 |
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $3,521 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,986 | $49,915-64.0% | $154,803-88.4% | $74,304-75.8% |
| Participation rate | 93.5% | 54.0%+39.5pp | 78.1%+15.4pp | 60.3%+33.1pp |
| Annual return | 15.72% | 34.06%-18.3pp | 58.88%-43.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $947 | $1,611-41.2% | $4,305-78.0% | $2,241-57.8% |
| Participant deferral / active EE | $1,541 | $2,255-31.6% | $5,540-72.2% | $3,767-59.1% |
| Admin fee / account holder | $148 | $2,189-93.2% | $14,329-99.0% | $2,969-95.0% |