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 | $62,627 |
IPI WEALTH MANAGEMENT INC5 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $29,668 |
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 | $35,429 | $50,815-30.3% | $155,509-77.2% | $77,643-54.4% |
| Participation rate | 48.8% | 63.1%-14.3pp | 78.2%-29.4pp | 70.6%-21.8pp |
| Annual return | 29.69% | 34.80%-5.1pp | 64.67%-35.0pp | 31.24%-1.6pp |
| Employer contribution / active EE | $1,086 | $1,993-45.5% | $4,672-76.8% | $2,726-60.2% |
| Participant deferral / active EE | $2,085 | $2,822-26.1% | $5,626-62.9% | $4,647-55.1% |
| Admin fee / account holder | $221 | $437-49.3% | $15,912-98.6% | $430-48.6% |