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 | $29,687 |
M HOLDINGS SECURITIES INC3 years Service code 27 1125 NW COUCH ST STE 900 · PORTLAND, OR 97209 | Advisory (Plan) | $19,566 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,475 | $50,982-26.5% | $154,803-75.8% | $85,563-56.2% |
| Participation rate | 42.0% | 59.8%-17.8pp | 78.1%-36.0pp | 66.0%-23.9pp |
| Annual return | 9.98% | 30.35%-20.4pp | 58.88%-48.9pp | 31.51%-21.5pp |
| Employer contribution / active EE | $871 | $1,708-49.0% | $4,305-79.8% | $2,654-67.2% |
| Participant deferral / active EE | $1,816 | $2,474-26.6% | $5,540-67.2% | $4,375-58.5% |
| Admin fee / account holder | $222 | $846-73.8% | $14,329-98.5% | $834-73.4% |