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 3-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 | $10,955 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC. Service code 13 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $10,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,205 | $58,926+80.2% | $97,226+9.2% | $74,495+42.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 12.51% | 16.04%-3.5pp | 75.13%-62.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,327 | $1,894+128.4% | $2,729+58.6% | $2,623+65.0% |
| Participant deferral / active EE | $6,018 | $3,664+64.2% | $4,264+41.1% | $4,346+38.5% |
| Admin fee / account holder | $256 | $1,974-87.0% | $5,654-95.5% | $1,942-86.8% |