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: FARMERS DBA NATIONAL ASSOCIATES Service code 13 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Contract Administrator | $63,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,317 | $59,417+26.8% | $93,606-19.5% | $74,495+1.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 10.75% | 81.83%-71.1pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,062 | $1,264+142.3% | $2,420+26.5% | $2,623+16.7% |
| Participant deferral / active EE | $3,291 | $3,050+7.9% | $4,411-25.4% | $4,346-24.3% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |