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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,758 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $7,541 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $217 |
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 | $11,856 | $55,415-78.6% | $155,509-92.4% | $74,495-84.1% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 14.36% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,908 | $2,836+2.5% | $5,626-48.3% | $4,346-33.1% |
| Admin fee / account holder | $132 | $1,738-92.4% | $15,912-99.2% | $1,942-93.2% |