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 | $26,522 |
SUMMIT FINANCIAL CORPORATION9+ years Service code 13 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $15,511 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $14,606 |
RPW SOLUTIONS LLC1 year Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $5,788 |
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 | $41,889 | $49,808-15.9% | $95,745-56.2% | $74,419-43.7% |
| Participation rate | 36.6% | 66.6%-29.9pp | 72.3%-35.6pp | 70.7%-34.1pp |
| Annual return | 21.34% | 24.91%-3.6pp | 28.35%-7.0pp | 34.38%-13.0pp |
| Employer contribution / active EE | $1,002 | $1,639-38.9% | $2,835-64.7% | $2,637-62.0% |
| Participant deferral / active EE | $1,956 | $3,739-47.7% | $4,245-53.9% | $4,528-56.8% |
| Admin fee / account holder | $155 | $311-50.0% | $5,678-97.3% | $348-55.3% |