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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 12 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant loan processing; Recordke... | $49,237 |
Service code 27 45 ROCKEFELLER PLAZA 5TH FL · NEW YORK, NY 10111 | Advisory (Plan) | $23,401 |
HUNGERFORD NICHOLS2 years Filed as: HUNGERFORD CPAS & ADVISORS Service code 10 2910 LUCERNE DRIVE SE · GRAND RAPIDS, MI 49546 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,991 |
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 | $40,852 | $58,778-30.5% | $129,207-68.4% | $77,643-47.4% |
| Participation rate | 56.0% | 59.2%-3.2pp | 69.6%-13.6pp | 70.6%-14.6pp |
| Annual return | 6.77% | 24.73%-18.0pp | 9417.33%-9410.6pp | 31.24%-24.5pp |
| Employer contribution / active EE | $1,081 | $1,952-44.6% | $4,153-74.0% | $2,726-60.4% |
| Participant deferral / active EE | $1,939 | $3,212-39.6% | $4,168-53.5% | $4,647-58.3% |
| Admin fee / account holder | $189 | $589-68.0% | $7,715-97.6% | $430-56.2% |