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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,742 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,824 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC Service code 13 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $701 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC. Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,230 | $55,415-16.6% | $155,509-70.3% | $74,495-37.9% |
| Participation rate | 52.6% | 61.9%-9.3pp | 78.2%-25.6pp | 67.2%-14.6pp |
| Annual return | 13.07% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $780 | $2,267-65.6% | $4,672-83.3% | $2,623-70.3% |
| Participant deferral / active EE | $1,699 | $2,836-40.1% | $5,626-69.8% | $4,346-60.9% |
| Admin fee / account holder | $286 | $1,738-83.6% | $15,912-98.2% | $1,942-85.3% |