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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195,125 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $116,568 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $78,530 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,120 |
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 | $15,777 | $53,136-70.3% | $155,509-89.9% | $199,593-92.1% |
| Participation rate | 83.9% | 64.1%+19.9pp | 78.2%+5.8pp | 72.0%+12.0pp |
| Annual return | 16.23% | 41.15%-24.9pp | 64.67%-48.4pp | 34.25%-18.0pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,735 | $3,161-13.5% | $5,626-51.4% | $5,087-46.2% |
| Admin fee / account holder | $60 | $185-67.6% | $15,912-99.6% | $269-77.7% |