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: GULF COAST BANK Service code 10 PO BOX 490 · ABBEVILLE, LA 70511 | Accounting | $10,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,315 | $138,347+5.8% | $184,203-20.6% | $80,856+81.0% |
| Participation rate | 78.8% | 83.9%-5.0pp | 86.8%-8.0pp | 67.6%+11.2pp |
| Annual return | 11.23% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,932 | $4,850+22.3% | $6,427-7.7% | $2,755+115.3% |
| Participant deferral / active EE | $4,729 | $7,071-33.1% | $9,131-48.2% | $4,296+10.1% |
| Admin fee / account holder | $46 | $10,483-99.6% | $13,901-99.7% | $6,918-99.3% |