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 INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,249 |
Filed as: HUB INVESTMENT PARTNERS, LLC Service code 27 900 S. CAPITAL OF TX HWY · AUSTIN, TX 78746 | Advisory (Plan) | $53,991 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 | Contract Administrator | $22,605 |
Filed as: EMPLOYEE BENEFITS GROUP LLC Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,037 | $54,193-29.8% | $93,606-59.4% | $77,643-51.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 15.97% | 30.54%-14.6pp | 133.20%-117.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,131 | $1,168-3.1% | $2,420-53.2% | $2,726-58.5% |
| Participant deferral / active EE | $3,978 | $3,144+26.5% | $4,411-9.8% | $4,647-14.4% |
| Admin fee / account holder | $92 | $576-84.1% | $8,285-98.9% | $430-78.7% |