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 |
|---|---|---|
ERISA SERVICES, INC.3 years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $12,237 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,410 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,370 |
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 | $121,750 | $81,625+49.2% | $167,512-27.3% | $74,304+63.9% |
| Participation rate | 92.5% | 60.0%+32.5pp | 77.1%+15.5pp | 60.3%+32.2pp |
| Annual return | 16.74% | 26.09%-9.4pp | 1615.79%-1599.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $7,284 | $2,010+262.3% | $3,882+87.7% | $2,241+225.0% |
| Participant deferral / active EE | $9,094 | $4,115+121.0% | $6,405+42.0% | $3,767+141.4% |
| Admin fee / account holder | $115 | $3,474-96.7% | $9,769-98.8% | $2,969-96.1% |