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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,689 |
SCHNEIDER DOWNS & CO., INC.6 years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 13 4540 COOPER ROAD · CINCINNATI, OH 45242 | Contract Administrator | $5,770 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 13 | Contract Administrator | $2,783 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,368 |
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 | $5,609 | $47,126-88.1% | $149,673-96.3% | $74,419-92.5% |
| Participation rate | 70.9% | 63.4%+7.5pp | 78.8%-7.9pp | 70.7%+0.1pp |
| Annual return | 20.80% | 22.75%-1.9pp | 134.42%-113.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,940 | $2,728-28.9% | $5,680-65.8% | $4,528-57.2% |
| Admin fee / account holder | $35 | $343-89.8% | $13,210-99.7% | $348-90.0% |