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 | $108,010 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $39,945 |
Service code 29 2540 SEVERN AVE · METAIRIE, LA 70002 | Legal | $19,718 |
Filed as: EDWARDS & LEATHERS Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $14,500 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 99 PO BOX 21420 · NEW YORK, NY 10087 | Other Fees | $10,684 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES Service code 14 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $8,091 |
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 | $22,079 | $95,880-77.0% | $107,525-79.5% | $85,563-74.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 17.85% | 68.06%-50.2pp | 181.32%-163.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,603 | $3,812-58.0% | $3,754-57.3% | $2,654-39.6% |
| Participant deferral / active EE | $348 | $4,201-91.7% | $5,116-93.2% | $4,375-92.0% |
| Admin fee / account holder | $295 | $1,025-71.2% | $8,919-96.7% | $834-64.6% |