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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,279 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $4,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,593 | $61,272-66.4% | $149,673-86.2% | $71,457-71.2% |
| Participation rate | 49.3% | 62.5%-13.2pp | 78.8%-29.4pp | 67.9%-18.6pp |
| Annual return | 12.57% | 35.85%-23.3pp | 134.42%-121.8pp | 28.85%-16.3pp |
| Employer contribution / active EE | $425 | $2,378-82.1% | $4,818-91.2% | $2,588-83.6% |
| Participant deferral / active EE | $1,244 | $2,917-57.4% | $5,680-78.1% | $4,289-71.0% |
| Admin fee / account holder | $121 | $1,261-90.4% | $13,210-99.1% | $1,587-92.4% |