Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $79,122 |
Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,694 |
HENRY & PETERS, PC5 years Filed as: HENRY & PETERS PC Service code 10 3304 S BROADWAY · TYLER, TX 75701 | Accounting | $13,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,323 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,244 | $92,090-65.0% | $106,201-69.6% | $77,671-58.5% |
| Participation rate | 99.8% | 81.0%+18.7pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 17.02% | 17.89%-0.9pp | 116.26%-99.2pp | 31.21%-14.2pp |
| Employer contribution / active EE | $2,451 | $3,368-27.2% | $3,170-22.7% | $2,726-10.1% |
| Participant deferral / active EE | $5,248 | $5,386-2.6% | $5,012+4.7% | $4,648+12.9% |
| Admin fee / account holder | $293 | $219+34.0% | $11,039-97.3% | $430-31.8% |