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 4-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 | $23,574 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $8,780 |
DEFINITI LLC1 year Service code 13 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $2,512 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,827 |
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 | $20,015 | $130,194-84.6% | $169,993-88.2% | $71,457-72.0% |
| Participation rate | 91.0% | 86.1%+4.8pp | 87.0%+4.0pp | 67.9%+23.1pp |
| Annual return | 26.94% | 20.37%+6.6pp | 53.37%-26.4pp | 28.85%-1.9pp |
| Employer contribution / active EE | $2,724 | $4,381-37.8% | $6,785-59.9% | $2,588+5.3% |
| Participant deferral / active EE | $5,794 | $6,923-16.3% | $10,408-44.3% | $4,289+35.1% |
| Admin fee / account holder | $135 | $966-86.0% | $12,815-98.9% | $1,587-91.5% |