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 O Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $144,354 |
Filed as: EDWARDS D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $33,870 |
Service code 29 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $25,953 |
EDWARDS AND LEATHERS, P.C.2 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $14,500 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES INC Service code 14 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $8,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,004 | $82,917-78.3% | $103,333-82.6% | $77,643-76.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.85% | 19.13%-6.3pp | 24.88%-12.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,484 | $3,552-58.2% | $3,868-61.6% | $2,726-45.6% |
| Participant deferral / active EE | $335 | $4,108-91.8% | $5,057-93.4% | $4,647-92.8% |
| Admin fee / account holder | $291 | $638-54.3% | $8,355-96.5% | $430-32.3% |