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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,728 |
Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $18,811 |
UNITED BENEFIT PENSIONS INC.5 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $8,329 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,406 |
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 | $21,388 | $65,557-67.4% | $64,056-66.6% | $71,457-70.1% |
| Participation rate | 49.8% | 73.2%-23.4pp | 72.3%-22.5pp | 67.9%-18.1pp |
| Annual return | 12.53% | 18.94%-6.4pp | 33.69%-21.2pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,302 | $2,669-51.2% | $2,747-52.6% | $2,588-49.7% |
| Participant deferral / active EE | $3,029 | $3,626-16.5% | $3,880-21.9% | $4,289-29.4% |
| Admin fee / account holder | $94 | $616-84.8% | $3,068-96.9% | $1,587-94.1% |