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 |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES9+ years Service code 64 · EIN 59-3766965 | Recordkeeping Fees | $9,284 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,950 | $52,208-80.9% | $86,612-88.5% | $74,419-86.6% |
| Participation rate | 50.5% | 66.3%-15.9pp | 71.7%-21.2pp | 70.7%-20.3pp |
| Annual return | 14.57% | 44.46%-29.9pp | 591.07%-576.5pp | 34.38%-19.8pp |
| Employer contribution / active EE | $553 | $2,282-75.8% | $3,022-81.7% | $2,637-79.0% |
| Participant deferral / active EE | $879 | $3,383-74.0% | $4,438-80.2% | $4,528-80.6% |
| Admin fee / account holder | $47 | $319-85.4% | $5,614-99.2% | $348-86.6% |