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 | $3,730 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 99 159 CROCKER PARK BLVD STE 350 · CLEVELAND, OH 44145 | Other Fees | $2,629 |
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 | $21,545 | $62,127-65.3% | $81,382-73.5% | $74,495-71.1% |
| Participation rate | 98.1% | 64.0%+34.1pp | 69.5%+28.6pp | 67.2%+30.9pp |
| Annual return | 8.81% | 16.48%-7.7pp | 24.73%-15.9pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $1,823 | $1,882-3.1% | $2,463-26.0% | $2,623-30.5% |
| Participant deferral / active EE | $1,934 | $3,229-40.1% | $3,883-50.2% | $4,346-55.5% |
| Admin fee / account holder | $33 | $1,934-98.3% | $5,768-99.4% | $1,942-98.3% |