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 10-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 |
|---|---|---|
Service code 99 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Fees | $175,957 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $117,775 |
CARON & BLETZER, PLLC5 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,058 | $44,764+159.3% | $68,791+68.7% | $64,808+79.1% |
| Participation rate | 78.0% | 64.8%+13.3pp | 69.0%+9.0pp | 71.5%+6.6pp |
| Annual return | -15.81% | -10.91%-4.9pp | -6.38%-9.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,562 | $1,775+100.6% | $2,655+34.2% | $2,506+42.2% |
| Participant deferral / active EE | $6,288 | $3,238+94.2% | $3,941+59.6% | $4,310+45.9% |
| Admin fee / account holder | $187 | $151+23.4% | $4,932-96.2% | $188-0.6% |