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 6-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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $64,975 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $19,000 |
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 | $146,240 | $96,486+51.6% | $153,485-4.7% | $77,643+88.3% |
| Participation rate | 87.3% | 81.6%+5.7pp | 77.1%+10.3pp | 70.6%+16.8pp |
| Annual return | 9.78% | 14.44%-4.7pp | 15.65%-5.9pp | 31.24%-21.5pp |
| Employer contribution / active EE | $5,818 | $5,224+11.4% | $5,039+15.5% | $2,726+113.4% |
| Participant deferral / active EE | $8,643 | $6,609+30.8% | $6,757+27.9% | $4,647+86.0% |
| Admin fee / account holder | $264 | $182+44.5% | $12,724-97.9% | $430-38.7% |