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 CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,519 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT INC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $9,186 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,544 |
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 | $57,391 | $71,516-19.8% | $98,439-41.7% | $71,457-19.7% |
| Participation rate | 54.3% | 72.7%-18.4pp | 75.2%-20.9pp | 67.9%-13.7pp |
| Annual return | 6.86% | 32.41%-25.6pp | 21.16%-14.3pp | 28.85%-22.0pp |
| Employer contribution / active EE | $928 | $2,399-61.3% | $3,048-69.6% | $2,588-64.1% |
| Participant deferral / active EE | $1,989 | $4,109-51.6% | $4,738-58.0% | $4,289-53.6% |
| Admin fee / account holder | $239 | $1,675-85.8% | $8,948-97.3% | $1,587-85.0% |