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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $127,883 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,192 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 27 722 ESSINGTON RD, STE A · JOLIET, IL 60435 | Advisory (Plan) | $30,752 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,000 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $21,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,656 |
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 | $31,513 | $48,698-35.3% | $93,606-66.3% | $199,593-84.2% |
| Participation rate | 69.4% | 63.5%+5.9pp | 68.7%+0.7pp | 72.0%-2.5pp |
| Annual return | 14.04% | 15.34%-1.3pp | 133.20%-119.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $363 | $1,135-68.0% | $2,420-85.0% | $3,034-88.0% |
| Participant deferral / active EE | $2,637 | $2,817-6.4% | $4,411-40.2% | $5,087-48.2% |
| Admin fee / account holder | $104 | $195-46.7% | $8,285-98.7% | $269-61.3% |