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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,711 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,620 |
METRO BENEFITS, INC.3 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $6,550 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $485 |
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 | $27,704 | $65,946-58.0% | $81,783-66.1% | $77,671-64.3% |
| Participation rate | 24.6% | 65.8%-41.2pp | 72.4%-47.7pp | 70.6%-46.0pp |
| Annual return | 14.80% | 26.65%-11.9pp | 775.05%-760.3pp | 31.21%-16.4pp |
| Employer contribution / active EE | $204 | $2,371-91.4% | $2,913-93.0% | $2,726-92.5% |
| Participant deferral / active EE | $1,937 | $3,507-44.8% | $4,320-55.2% | $4,648-58.3% |
| Admin fee / account holder | $178 | $527-66.3% | $7,380-97.6% | $430-58.7% |