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 |
|---|---|---|
JULY BUSINESS SERVICES2 years Service code 13 P.O. BOX 2208 · WACO TX, TX 76703 | Contract Administrator | $3,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,250 |
FROST INSURANCE AGENCY1 year Filed as: FROST INSURANCE AGENCY INC Service code 55 PO BOX 33528 · FORT WORTH, TX 76162 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,333 | $80,724+35.4% | $103,333+5.8% | $74,495+46.8% |
| Participation rate | 63.5% | 65.7%-2.2pp | 74.5%-11.1pp | 67.2%-3.7pp |
| Annual return | 12.53% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,312 | $3,157+4.9% | $3,868-14.4% | $2,623+26.3% |
| Participant deferral / active EE | $4,697 | $3,860+21.7% | $5,057-7.1% | $4,346+8.1% |
| Admin fee / account holder | $15 | $2,368-99.4% | $8,355-99.8% | $1,942-99.2% |