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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,974 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,919 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,163 | $64,119-48.3% | $112,228-70.5% | $66,914-50.4% |
| Participation rate | 31.1% | 68.5%-37.4pp | 75.1%-44.0pp | 69.8%-38.7pp |
| Annual return | -14.32% | -13.81%-0.5pp | 27.45%-41.8pp | 1.58%-15.9pp |
| Employer contribution / active EE | $922 | $3,005-69.3% | $3,635-74.6% | $2,544-63.8% |
| Participant deferral / active EE | $2,096 | $3,693-43.2% | $4,728-55.7% | $4,237-50.5% |
| Admin fee / account holder | $163 | $625-73.9% | $6,410-97.4% | $593-72.4% |