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 5-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137,339 |
AB FUNDS5+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $122,197 |
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $22,483 |
WATKINS UIBERALL, PLLC5+ years Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER · MEMPHIS, TN 38120 | Accounting | $16,250 |
ACUFF & ASSOCIATES, INC.4 years Service code 13 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $10,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,703 | $111,072-49.8% | $156,263-64.4% | $102,872-45.9% |
| Participation rate | 94.3% | 80.1%+14.1pp | 78.9%+15.3pp | 73.0%+21.2pp |
| Annual return | 17.32% | 16.98%+0.3pp | 59.47%-42.1pp | 19.06%-1.7pp |
| Employer contribution / active EE | $1,655 | $4,017-58.8% | $4,333-61.8% | $3,526-53.1% |
| Participant deferral / active EE | $4,272 | $5,455-21.7% | $6,158-30.6% | $5,535-22.8% |
| Admin fee / account holder | $53 | $120-56.0% | $14,255-99.6% | $292-81.9% |