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 | $16,464 |
KRILOGY FINANCIAL LLC2 years Service code 27 275 N LINDBERGH BLVD STE 20 · SAINT LOUIS, MO 631417832 | Advisory (Plan) | $14,249 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $7,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,341 | $50,815-67.8% | $155,509-89.5% | $77,643-79.0% |
| Participation rate | 44.5% | 63.1%-18.6pp | 78.2%-33.7pp | 70.6%-26.1pp |
| Annual return | 10.61% | 34.80%-24.2pp | 64.67%-54.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $458 | $1,993-77.0% | $4,672-90.2% | $2,726-83.2% |
| Participant deferral / active EE | $1,059 | $2,822-62.5% | $5,626-81.2% | $4,647-77.2% |
| Admin fee / account holder | $113 | $437-74.1% | $15,912-99.3% | $430-73.7% |