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 | $40,352 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $20,111 |
RPW SOLUTIONS LLC3 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $20,111 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $9,921 |
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 | $54,216 | $59,623-9.1% | $95,585-43.3% | $85,563-36.6% |
| Participation rate | 38.5% | 57.2%-18.8pp | 72.1%-33.6pp | 66.0%-27.5pp |
| Annual return | 18.20% | 18.22%0pp | 38.56%-20.4pp | 31.51%-13.3pp |
| Employer contribution / active EE | $1,251 | $1,669-25.0% | $2,527-50.5% | $2,654-52.8% |
| Participant deferral / active EE | $2,278 | $3,357-32.2% | $4,023-43.4% | $4,375-47.9% |
| Admin fee / account holder | $222 | $650-65.9% | $6,127-96.4% | $834-73.4% |