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 8-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 Service code 64 · EIN 84-0467907 8515 EASAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $208,482 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $89,506 |
GRIMES & COMPANY, INC.1 year Filed as: GRIMES & COMPANY INC. Service code 99 110 TURNPIKE ROAD · WESTBOROUGH, MA 01581 | Other Fees | $80,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,903 | $241,101-83.9% | $103,333-62.4% | $199,593-80.5% |
| Participation rate | 97.1% | 78.3%+18.8pp | 74.5%+22.6pp | 72.0%+25.1pp |
| Annual return | 15.45% | 17.80%-2.3pp | 24.88%-9.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,867 | $4,244-32.4% | $3,868-25.9% | $3,034-5.5% |
| Participant deferral / active EE | $7,450 | $3,958+88.2% | $5,057+47.3% | $5,087+46.5% |
| Admin fee / account holder | $146 | $288-49.1% | $8,355-98.2% | $269-45.6% |