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 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $11,547 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,600 | $87,870-64.0% | $113,168-72.1% | $74,304-57.5% |
| Participation rate | 66.8% | 70.7%-3.9pp | 76.6%-9.7pp | 60.3%+6.5pp |
| Annual return | 12.34% | 26.44%-14.1pp | 24.27%-11.9pp | 29.43%-17.1pp |
| Employer contribution / active EE | $920 | $2,277-59.6% | $2,975-69.1% | $2,241-58.9% |
| Participant deferral / active EE | $2,143 | $4,241-49.5% | $5,107-58.0% | $3,767-43.1% |
| Admin fee / account holder | $130 | $3,368-96.1% | $12,068-98.9% | $2,969-95.6% |