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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,078 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,046 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,813 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS, INC. Service code 13 | Contract Administrator | $3,362 |
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 | $13,468 | $44,764-69.9% | $68,791-80.4% | $64,808-79.2% |
| Participation rate | 74.5% | 64.8%+9.8pp | 69.0%+5.5pp | 71.5%+3.1pp |
| Annual return | -11.98% | -10.91%-1.1pp | -6.38%-5.6pp | 32.82%-44.8pp |
| Employer contribution / active EE | $450 | $1,775-74.6% | $2,655-83.0% | $2,506-82.0% |
| Participant deferral / active EE | $1,439 | $3,238-55.6% | $3,941-63.5% | $4,310-66.6% |
| Admin fee / account holder | $115 | $151-23.7% | $4,932-97.7% | $188-38.5% |