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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,874 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $5,152 |
SAGEPOINT FINANCIAL INC2 years Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $5,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,979 | $65,061-69.3% | $143,757-86.1% | $66,914-70.1% |
| Participation rate | 51.8% | 65.2%-13.4pp | 80.3%-28.6pp | 69.8%-18.0pp |
| Annual return | -13.43% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $704 | $2,361-70.2% | $4,951-85.8% | $2,544-72.3% |
| Participant deferral / active EE | $1,003 | $2,919-65.6% | $5,637-82.2% | $4,237-76.3% |
| Admin fee / account holder | $268 | $502-46.6% | $14,673-98.2% | $593-54.8% |