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 SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS, INC Service code 13 | Contract Administrator | $4,862 |
MAXUS PLAN SOLUTIONS2 years Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $3,002 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,947 | $102,317+4.5% | $146,958-27.2% | $80,856+32.3% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 15.91% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,173 | $3,713+39.3% | $4,933+4.9% | $2,755+87.8% |
| Participant deferral / active EE | $11,764 | $6,644+77.1% | $8,070+45.8% | $4,296+173.9% |
| Admin fee / account holder | $45 | $7,941-99.4% | $12,998-99.7% | $6,918-99.4% |