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: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 · EIN 41-0973005 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $9,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $446 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,040 | $65,061-21.5% | $143,757-64.5% | $66,914-23.7% |
| Participation rate | 45.5% | 65.2%-19.7pp | 80.3%-34.9pp | 69.8%-24.3pp |
| Annual return | -14.99% | -11.14%-3.9pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,289 | $2,361-45.4% | $4,951-74.0% | $2,544-49.3% |
| Participant deferral / active EE | $1,879 | $2,919-35.6% | $5,637-66.7% | $4,237-55.7% |
| Admin fee / account holder | $7 | $502-98.5% | $14,673-100.0% | $593-98.8% |