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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $353,569 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $57,867 |
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 | $60,650 | $110,299-45.0% | $102,423-40.8% | $199,593-69.6% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 11.52% | 35.73%-24.2pp | 29.32%-17.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $2,271 | $3,603-37.0% | $3,023-24.9% | $3,034-25.2% |
| Participant deferral / active EE | $3,844 | $6,376-39.7% | $5,053-23.9% | $5,087-24.4% |
| Admin fee / account holder | $89 | $122-27.5% | $9,451-99.1% | $269-67.0% |