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 | $50,982+29.6% | $154,803-57.3% | $85,563-22.8% |
| Participation rate | 43.3% | 59.8%-16.5pp | 78.1%-34.8pp | 66.0%-22.7pp |
| Annual return | 10.20% | 30.35%-20.2pp | 58.88%-48.7pp | 31.51%-21.3pp |
| Employer contribution / active EE | $272 | $1,708-84.1% | $4,305-93.7% | $2,654-89.8% |
| Participant deferral / active EE | $2,038 | $2,474-17.6% | $5,540-63.2% | $4,375-53.4% |
| Admin fee / account holder | $157 | $846-81.4% | $14,329-98.9% | $834-81.2% |