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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,388 |
PREFERRED PENSION PLANNING7 years Filed as: PREFERRED PRODUCT NETWORK INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $28,046 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,641 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,079 | $129,021-73.6% | $184,203-81.5% | $77,643-56.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.06% | 33.27%-18.2pp | 28.81%-13.8pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,073 | $4,413-75.7% | $6,427-83.3% | $2,726-60.6% |
| Participant deferral / active EE | $5,488 | $7,297-24.8% | $9,131-39.9% | $4,647+18.1% |
| Admin fee / account holder | $139 | $254-45.4% | $13,901-99.0% | $430-67.8% |