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 | $104,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,772 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $63,023 | $126,111-50.0% | $142,449-55.8% | $80,160-21.4% |
| Participation rate | 55.9% | 87.5%-31.6pp | 76.8%-20.9pp | 72.9%-17.0pp |
| Annual return | 17.57% | 23.39%-5.8pp | 19.99%-2.4pp | 40.38%-22.8pp |
| Employer contribution / active EE | $2,785 | $6,430-56.7% | $4,847-42.5% | $2,978-6.5% |
| Participant deferral / active EE | $3,924 | $7,822-49.8% | $6,283-37.6% | $5,017-21.8% |
| Admin fee / account holder | $113 | $92+21.9% | $10,011-98.9% | $145-22.4% |