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 | $25,667 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,787 |
PPS PENSION & FINANCIAL SERVICES6+ years Service code 13 8660 SHERIDAN DR · WILLIAMSVILLE, NY 14221 | Contract Administrator | $11,161 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,544 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,866 | $106,028-65.2% | $146,958-74.9% | $77,643-52.5% |
| Participation rate | 61.1% | 78.4%-17.3pp | 82.2%-21.1pp | 70.6%-9.5pp |
| Annual return | 16.71% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $611 | $4,063-85.0% | $4,933-87.6% | $2,726-77.6% |
| Participant deferral / active EE | $3,913 | $7,990-51.0% | $8,070-51.5% | $4,647-15.8% |
| Admin fee / account holder | $227 | $337-32.6% | $12,998-98.3% | $430-47.2% |