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 |
|---|---|---|
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE · BRENTWOOD, TN 37027 | Contract Administrator | $1,920 |
Filed as: EMPOWER ANNUATY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,645 |
Filed as: EMPOWER ADVISORY LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,155 |
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 | $22,296 | $78,485-71.6% | $106,213-79.0% | $74,495-70.1% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 11.95% | 15.95%-4.0pp | 116.14%-104.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,909 | $2,523-24.3% | $3,171-39.8% | $2,623-27.2% |
| Participant deferral / active EE | $2,580 | $4,322-40.3% | $5,016-48.6% | $4,346-40.6% |
| Admin fee / account holder | $264 | $2,232-88.2% | $11,033-97.6% | $1,942-86.4% |