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 | $39,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $14,665 |
EJREYNOLDS, INC.2 years Service code 13 · EIN 59-2265857 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $3,325 |
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 | $27,289 | $50,815-46.3% | $155,509-82.5% | $77,643-64.9% |
| Participation rate | 28.9% | 63.1%-34.3pp | 78.2%-49.3pp | 70.6%-41.7pp |
| Annual return | 21.75% | 34.80%-13.1pp | 64.67%-42.9pp | 31.24%-9.5pp |
| Employer contribution / active EE | $330 | $1,993-83.5% | $4,672-92.9% | $2,726-87.9% |
| Participant deferral / active EE | $2,300 | $2,822-18.5% | $5,626-59.1% | $4,647-50.5% |
| Admin fee / account holder | $209 | $437-52.1% | $15,912-98.7% | $430-51.4% |