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 | $53,668 |
COMPERIO RETIREMENT CONSULTING, INC11+ years Service code 27 2500 REGENCY PARKWAY A3 · CARY, NC 27518 | Advisory (Plan) | $27,000 |
Filed as: HENDERSON BROTHERS FINANCIAL PARTNE Service code 27 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 15222 | Advisory (Plan) | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,198 |
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 | $80,943 | $104,919-22.9% | $116,228-30.4% | $85,563-5.4% |
| Participation rate | 64.2% | 78.6%-14.4pp | 74.6%-10.3pp | 66.0%-1.8pp |
| Annual return | 12.78% | 15.38%-2.6pp | 90.06%-77.3pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,343 | $3,485-61.5% | $2,994-55.2% | $2,654-49.4% |
| Participant deferral / active EE | $2,430 | $5,306-54.2% | $4,953-50.9% | $4,375-44.5% |
| Admin fee / account holder | $198 | $429-53.8% | $11,989-98.3% | $834-76.3% |