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 |
|---|---|---|
WHIP MIX CORPORATION3+ years Service code 99 PO BOX 17183 · LOUISVILLE, KY 40217 | Other Fees | $5,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,983 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,123 | $64,909+105.1% | $82,313+61.7% | $62,292+113.7% |
| Participation rate | 95.7% | 74.9%+20.9pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 14.94% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,433 | $1,676-14.5% | $2,428-41.0% | $2,042-29.8% |
| Participant deferral / active EE | $4,326 | $3,103+39.4% | $3,706+16.7% | $3,169+36.5% |
| Admin fee / account holder | $55 | $440-87.5% | $5,608-99.0% | $479-88.5% |