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 | $20,964 |
SUMMIT FINANCIAL CORPORATION8+ years Service code 13 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $20,575 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $15,834 |
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 | $43,144 | $42,901+0.6% | $91,220-52.7% | $64,808-33.4% |
| Participation rate | 33.5% | 68.1%-34.6pp | 73.2%-39.7pp | 71.5%-37.9pp |
| Annual return | -15.85% | -13.53%-2.3pp | 114.01%-129.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $897 | $1,571-42.9% | $2,850-68.5% | $2,506-64.2% |
| Participant deferral / active EE | $1,743 | $3,501-50.2% | $4,234-58.8% | $4,310-59.6% |
| Admin fee / account holder | $197 | $131+50.2% | $5,420-96.4% | $188+4.9% |