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 | $31,648 |
RPW SOLUTIONS LLC2 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $22,959 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $18,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $7,437 |
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 | $41,884 | $59,054-29.1% | $97,226-56.9% | $77,643-46.1% |
| Participation rate | 39.9% | 67.9%-28.0pp | 72.7%-32.8pp | 70.6%-30.7pp |
| Annual return | 14.12% | 16.96%-2.8pp | 75.13%-61.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,201 | $1,742-31.1% | $2,729-56.0% | $2,726-55.9% |
| Participant deferral / active EE | $2,289 | $3,930-41.7% | $4,264-46.3% | $4,647-50.7% |
| Admin fee / account holder | $186 | $346-46.2% | $5,654-96.7% | $430-56.7% |