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 53 · EIN 74-2794194 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Insurance Commissions | $12,750 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,675 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $873 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,591 | $46,292+15.8% | $143,757-62.7% | $64,808-17.3% |
| Participation rate | 68.7% | 64.2%+4.5pp | 80.3%-11.6pp | 71.5%-2.8pp |
| Annual return | -17.46% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,622 | $1,910-15.0% | $4,951-67.2% | $2,506-35.3% |
| Participant deferral / active EE | $2,890 | $2,646+9.2% | $5,637-48.7% | $4,310-33.0% |
| Admin fee / account holder | $12 | $154-92.5% | $14,673-99.9% | $188-93.8% |