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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,607 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $8,790 |
EJREYNOLDS, INC.1 year Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $2,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,693 | $50,127-54.7% | $149,673-84.8% | $80,160-71.7% |
| Participation rate | 21.1% | 64.3%-43.1pp | 78.8%-57.6pp | 72.9%-51.8pp |
| Annual return | 20.92% | 29.82%-8.9pp | 134.42%-113.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $202 | $1,865-89.2% | $4,818-95.8% | $2,978-93.2% |
| Participant deferral / active EE | $1,433 | $3,194-55.1% | $5,680-74.8% | $5,017-71.4% |
| Admin fee / account holder | $119 | $153-22.2% | $13,210-99.1% | $145-18.0% |