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 7-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 | $37,050 |
IPI WEALTH MANAGEMENT INC3 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $15,013 |
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 | $24,764 | $46,292-46.5% | $143,757-82.8% | $64,808-61.8% |
| Participation rate | 40.8% | 64.2%-23.4pp | 80.3%-39.5pp | 71.5%-30.7pp |
| Annual return | -13.61% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,382 | $1,910-27.6% | $4,951-72.1% | $2,506-44.8% |
| Participant deferral / active EE | $2,690 | $2,646+1.7% | $5,637-52.3% | $4,310-37.6% |
| Admin fee / account holder | $199 | $154+29.2% | $14,673-98.6% | $188+5.8% |