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 | $16,592 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $7,316 |
KRILOGY FINANCIAL LLC1 year Service code 99 275 N LINDBERGH BLVD STE 20 · SAINT LOUIS, MO 631417832 | Other Fees | $5,403 |
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 | $25,074 | $61,272-59.1% | $149,673-83.2% | $71,457-64.9% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.3pp | 67.9%-1.4pp |
| Annual return | 13.79% | 35.85%-22.1pp | 134.42%-120.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $744 | $2,378-68.7% | $4,818-84.6% | $2,588-71.3% |
| Participant deferral / active EE | $1,769 | $2,917-39.4% | $5,680-68.9% | $4,289-58.8% |
| Admin fee / account holder | $162 | $1,261-87.2% | $13,210-98.8% | $1,587-89.8% |