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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,502 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,140 |
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 | $44,462 | $45,602-2.5% | $117,472-62.2% | $66,914-33.6% |
| Participation rate | 55.2% | 57.6%-2.4pp | 70.6%-15.4pp | 69.8%-14.6pp |
| Annual return | -18.40% | -16.74%-1.7pp | 29.74%-48.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,682 | $1,579+6.6% | $4,176-59.7% | $2,544-33.9% |
| Participant deferral / active EE | $3,321 | $2,845+16.7% | $4,070-18.4% | $4,237-21.6% |
| Admin fee / account holder | $262 | $661-60.3% | $5,645-95.4% | $593-55.8% |