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 4-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 |
|---|---|---|
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 | Contract Administrator | $3,934 |
MAXUS PLAN SOLUTIONS1 year Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $1,375 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,204 | $93,571-23.9% | $135,903-47.6% | $75,163-5.3% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 19.44% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $5,450 | $3,537+54.1% | $4,856+12.2% | $2,670+104.1% |
| Participant deferral / active EE | $12,424 | $6,404+94.0% | $7,758+60.2% | $4,125+201.2% |
| Admin fee / account holder | $17 | $6,975-99.8% | $10,762-99.8% | $5,651-99.7% |