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: DARNALL, SIKES, GARDES & FREDERICK Service code 10 2000 KALISTE SALOOM RD · LAFAYETTE, LA 70503 | Accounting | $11,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,126 | $64,119+23.4% | $112,228-29.5% | $66,914+18.3% |
| Participation rate | 88.7% | 68.5%+20.2pp | 75.1%+13.6pp | 69.8%+18.9pp |
| Annual return | -18.15% | -13.81%-4.3pp | 27.45%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,120 | $3,005-62.7% | $3,635-69.2% | $2,544-56.0% |
| Participant deferral / active EE | $5,093 | $3,693+37.9% | $4,728+7.7% | $4,237+20.2% |
| Admin fee / account holder | $102 | $625-83.7% | $6,410-98.4% | $593-82.8% |