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 50 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $92,306 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-2646110 | Consulting | $72,215 |
TIC INTERNATIONAL CORPORATION8+ years Service code 13 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $44,078 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 507 WOOSTER ROAD · CINCINNATI, OH 45226 | Legal | $27,595 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $21,521 |
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 | $90,409 | $88,480+2.2% | $96,683-6.5% | $80,160+12.8% |
| Participation rate | 80.6% | 79.9%+0.7pp | 74.3%+6.3pp | 72.9%+7.7pp |
| Annual return | -4.55% | 22.53%-27.1pp | 35.69%-40.2pp | 40.38%-44.9pp |
| Employer contribution / active EE | $3,539 | $4,176-15.3% | $3,737-5.3% | $2,978+18.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $150 | $212-29.3% | $6,730-97.8% | $145+3.3% |