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 | $96,361 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $40,000 |
BKD, LLP1 year Filed as: BKD LLP Service code 99 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $21,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,575 | $31,741-0.5% | $56,441-44.1% | $199,768-84.2% |
| Participation rate | 86.1% | 32.3%+53.7pp | 52.5%+33.6pp | 72.0%+14.0pp |
| Annual return | 14.47% | 14.72%-0.2pp | 1704.21%-1689.7pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,044 | $508+105.6% | $1,039+0.4% | $3,037-65.6% |
| Participant deferral / active EE | $2,708 | $1,184+128.7% | $1,953+38.7% | $5,090-46.8% |
| Admin fee / account holder | $130 | $426-69.6% | $2,829-95.4% | $269-51.8% |