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 9-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 O Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,144 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 P.O. BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $18,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,445 | $73,360-25.8% | $177,989-69.4% | $74,495-26.9% |
| Participation rate | 48.1% | 66.6%-18.6pp | 77.1%-29.0pp | 67.2%-19.1pp |
| Annual return | 15.26% | 17.49%-2.2pp | 294.48%-279.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $704 | $2,216-68.2% | $3,949-82.2% | $2,623-73.1% |
| Participant deferral / active EE | $3,097 | $4,513-31.4% | $6,276-50.7% | $4,346-28.7% |
| Admin fee / account holder | $374 | $1,808-79.3% | $10,363-96.4% | $1,942-80.8% |