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 4-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 CO. Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,495 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,534 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,761 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $2,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,293 | $106,110-59.2% | $147,005-70.6% | $77,671-44.3% |
| Participation rate | 27.3% | 78.4%-51.0pp | 82.2%-54.8pp | 70.6%-43.2pp |
| Annual return | 16.89% | 56.77%-39.9pp | 418.76%-401.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,055 | $4,065-74.0% | $4,934-78.6% | $2,726-61.3% |
| Participant deferral / active EE | $2,069 | $7,992-74.1% | $8,070-74.4% | $4,648-55.5% |
| Admin fee / account holder | $431 | $338+27.6% | $13,006-96.7% | $430+0.1% |