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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,267 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $64,174 |
EQUITABLE ADVISORS LLC1 year Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $33,508 |
MELTON & MELTON LLP2 years Service code 10 6002 ROGERDALE STE 200 · HOUSTON, TX 77433 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,862 | $106,110-60.5% | $147,005-71.5% | $77,671-46.1% |
| Participation rate | 91.2% | 78.4%+12.8pp | 82.2%+9.0pp | 70.6%+20.6pp |
| Annual return | 13.72% | 56.77%-43.1pp | 418.76%-405.0pp | 31.21%-17.5pp |
| Employer contribution / active EE | $375 | $4,065-90.8% | $4,934-92.4% | $2,726-86.2% |
| Participant deferral / active EE | $4,762 | $7,992-40.4% | $8,070-41.0% | $4,648+2.5% |
| Admin fee / account holder | $154 | $338-54.3% | $13,006-98.8% | $430-64.1% |