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 Service code 15 · EIN 84-0467907 | Recordkeeping | $53,525 |
Service code 99 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other Fees | $38,026 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 99 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Other Fees | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $3,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,835 | $48,698+20.8% | $93,606-37.1% | $199,593-70.5% |
| Participation rate | 56.8% | 63.5%-6.7pp | 68.7%-11.9pp | 72.0%-15.1pp |
| Annual return | 13.97% | 15.34%-1.4pp | 133.20%-119.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,118 | $1,135-1.5% | $2,420-53.8% | $3,034-63.2% |
| Participant deferral / active EE | $3,249 | $2,817+15.4% | $4,411-26.3% | $5,087-36.1% |
| Admin fee / account holder | $120 | $195-38.3% | $8,285-98.5% | $269-55.2% |