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 | $19,995 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,885 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,571 |
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 | $52,635 | $48,335+8.9% | $121,098-56.5% | $71,457-26.3% |
| Participation rate | 49.6% | 54.3%-4.6pp | 69.5%-19.9pp | 67.9%-18.3pp |
| Annual return | 19.55% | 23.32%-3.8pp | 985.75%-966.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,646 | $1,489+10.6% | $4,164-60.5% | $2,588-36.4% |
| Participant deferral / active EE | $3,164 | $2,754+14.9% | $4,080-22.5% | $4,289-26.2% |
| Admin fee / account holder | $270 | $1,841-85.3% | $5,644-95.2% | $1,587-83.0% |