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 7-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 | $21,343 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,805 |
PPS PENSION & FINANCIAL SERVICES5+ years Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $7,658 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $29,916 | $95,274-68.6% | $135,903-78.0% | $74,419-59.8% |
| Participation rate | 54.2% | 78.2%-24.0pp | 81.9%-27.7pp | 70.7%-16.5pp |
| Annual return | 20.20% | 32.77%-12.6pp | 68.23%-48.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $560 | $3,874-85.5% | $4,856-88.5% | $2,637-78.8% |
| Participant deferral / active EE | $3,649 | $7,782-53.1% | $7,758-53.0% | $4,528-19.4% |
| Admin fee / account holder | $175 | $266-34.4% | $10,762-98.4% | $348-49.8% |