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 | $35,960 |
RATHER & KITTRELL, INC.6 years Service code 27 · EIN 91-2046298 | Advisory (Plan) | $28,633 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $12,844 |
Service code 99 3071 PEAR ROAD · MEDINA, OH 44256 | Other Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,581 | $53,165-19.9% | $86,188-50.6% | $74,419-42.8% |
| Participation rate | 84.6% | 64.9%+19.8pp | 69.0%+15.7pp | 70.7%+13.9pp |
| Annual return | 16.67% | 22.64%-6.0pp | 1168.45%-1151.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $591 | $1,210-51.2% | $2,380-75.2% | $2,637-77.6% |
| Participant deferral / active EE | $4,743 | $3,234+46.6% | $3,985+19.0% | $4,528+4.7% |
| Admin fee / account holder | $258 | $551-53.1% | $6,852-96.2% | $348-25.7% |