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 SERVICES1 year Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $4,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,679 |
PENSION ASSURANCE LLP2 years Filed as: PENSION & BENEFITS SOLUTIONS INC DB Service code 13 | Contract Administrator | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $45,432 | $101,317-55.2% | $146,958-69.1% | $74,495-39.0% |
| Participation rate | 63.8% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.4pp |
| Annual return | 12.74% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $4,009 | $3,810+5.2% | $4,933-18.7% | $2,623+52.8% |
| Participant deferral / active EE | $8,383 | $7,303+14.8% | $8,070+3.9% | $4,346+92.9% |
| Admin fee / account holder | $8 | $1,739-99.5% | $12,998-99.9% | $1,942-99.6% |