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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,470 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $11,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,115 | $88,360-69.3% | $145,433-81.4% | $67,986-60.1% |
| Participation rate | 34.0% | 65.5%-31.5pp | 82.1%-48.2pp | 57.2%-23.3pp |
| Annual return | 13.99% | 63.15%-49.2pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $490 | $3,054-83.9% | $4,554-89.2% | $2,019-75.7% |
| Participant deferral / active EE | $1,107 | $5,932-81.3% | $7,897-86.0% | $3,358-67.0% |
| Admin fee / account holder | $348 | $3,313-89.5% | $13,129-97.4% | $3,203-89.1% |