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 |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, N.A. Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $16,176 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $45,324 | $49,808-9.0% | $95,745-52.7% | $74,419-39.1% |
| Participation rate | 54.2% | 66.6%-12.3pp | 72.3%-18.0pp | 70.7%-16.5pp |
| Annual return | 14.03% | 24.91%-10.9pp | 28.35%-14.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $429 | $1,639-73.8% | $2,835-84.9% | $2,637-83.7% |
| Participant deferral / active EE | $1,377 | $3,739-63.2% | $4,245-67.6% | $4,528-69.6% |
| Admin fee / account holder | $192 | $311-38.1% | $5,678-96.6% | $348-44.7% |