Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177,175 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD · FREDERICKSBURG, VA 22401 | Contract Administrator | $60,606 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,555 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,316 | $44,897-65.9% | $85,009-82.0% | $199,768-92.3% |
| Participation rate | 22.0% | 45.7%-23.7pp | 67.5%-45.5pp | 72.0%-50.1pp |
| Annual return | 14.33% | 20.96%-6.6pp | 66.47%-52.1pp | 34.26%-19.9pp |
| Employer contribution / active EE | $328 | $1,365-75.9% | $2,728-88.0% | $3,037-89.2% |
| Participant deferral / active EE | $605 | $2,668-77.3% | $4,522-86.6% | $5,090-88.1% |
| Admin fee / account holder | $179 | $584-69.3% | $6,153-97.1% | $269-33.4% |