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 8-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 | $43,331 |
US BANCORP INVESTMENTS INC5+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $5,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,641 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,599 |
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 | $23,969 | $86,655-72.3% | $119,609-80.0% | $66,914-64.2% |
| Participation rate | 95.6% | 75.6%+20.0pp | 79.3%+16.3pp | 69.8%+25.8pp |
| Annual return | -18.15% | -8.00%-10.2pp | -14.97%-3.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,859 | $2,536-26.7% | $4,232-56.1% | $2,544-26.9% |
| Participant deferral / active EE | $4,742 | $4,358+8.8% | $5,602-15.4% | $4,237+11.9% |
| Admin fee / account holder | $207 | $755-72.6% | $10,323-98.0% | $593-65.1% |