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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,350 |
Filed as: MML INVESTORS SERVICES INC Service code 55 · EIN 04-2746212 | Other Commissions | $0 |
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 | $44,380 | $46,292-4.1% | $143,757-69.1% | $64,808-31.5% |
| Participation rate | 29.3% | 64.2%-34.9pp | 80.3%-51.0pp | 71.5%-42.1pp |
| Annual return | -7.26% | -10.05%+2.8pp | -0.04%-7.2pp | 32.82%-40.1pp |
| Employer contribution / active EE | $654 | $1,910-65.8% | $4,951-86.8% | $2,506-73.9% |
| Participant deferral / active EE | $1,214 | $2,646-54.1% | $5,637-78.5% | $4,310-71.8% |
| Admin fee / account holder | $20 | $154-86.9% | $14,673-99.9% | $188-89.3% |