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 |
|---|---|---|
LBMC, PC2 years Filed as: LBMC PC Service code 10 201 FRANKLIN RD · BRENTWOOD, TN 37027 | Accounting | $17,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,096 | $46,464+42.3% | $150,298-56.0% | $79,634-17.0% |
| Participation rate | 43.3% | 57.0%-13.7pp | 77.8%-34.5pp | 62.5%-19.2pp |
| Annual return | 10.20% | 27.89%-17.7pp | 62.79%-52.6pp | 36.46%-26.3pp |
| Employer contribution / active EE | $272 | $1,512-82.0% | $4,154-93.5% | $2,529-89.3% |
| Participant deferral / active EE | $2,038 | $2,157-5.5% | $5,453-62.6% | $3,835-46.9% |
| Admin fee / account holder | $157 | $891-82.4% | $14,116-98.9% | $1,002-84.3% |