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 | $4,873 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 1026 BAPTIST CIR STE 300 · MADISON, MS 39110 | Contract Administrator | $4,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,035 | $69,454-74.0% | $180,183-90.0% | $74,304-75.7% |
| Participation rate | 88.7% | 61.8%+26.9pp | 77.4%+11.2pp | 60.3%+28.3pp |
| Annual return | 14.34% | 25.86%-11.5pp | 27.86%-13.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,417 | $3,155-23.4% | $5,039-52.0% | $2,241+7.8% |
| Participant deferral / active EE | $4,159 | $4,662-10.8% | $6,822-39.0% | $3,767+10.4% |
| Admin fee / account holder | $5 | $3,036-99.8% | $19,975-100.0% | $2,969-99.8% |