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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,370 |
M HOLDINGS SECURITIES INC2 years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $17,587 |
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 | $35,015 | $50,815-31.1% | $155,509-77.5% | $77,643-54.9% |
| Participation rate | 17.9% | 63.1%-45.2pp | 78.2%-60.3pp | 70.6%-52.7pp |
| Annual return | 26.53% | 34.80%-8.3pp | 64.67%-38.1pp | 31.24%-4.7pp |
| Employer contribution / active EE | $1,079 | $1,993-45.8% | $4,672-76.9% | $2,726-60.4% |
| Participant deferral / active EE | $2,062 | $2,822-26.9% | $5,626-63.4% | $4,647-55.6% |
| Admin fee / account holder | $182 | $437-58.2% | $15,912-98.9% | $430-57.6% |