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 4-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,200 |
PEAK RETIREMENT GROUP2 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,710 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,643 |
Filed as: EMPOWER ADIVSORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $185 |
Employer contribution per participant 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 | $3,101 | $61,272-94.9% | $149,673-97.9% | $71,457-95.7% |
| Participation rate | 76.0% | 62.5%+13.5pp | 78.8%-2.8pp | 67.9%+8.0pp |
| Annual return | 20.55% | 35.85%-15.3pp | 134.42%-113.9pp | 28.85%-8.3pp |
| Employer contribution / active EE | $330 | $2,378-86.1% | $4,818-93.2% | $2,588-87.3% |
| Participant deferral / active EE | $1,330 | $2,917-54.4% | $5,680-76.6% | $4,289-69.0% |
| Admin fee / account holder | $97 | $1,261-92.3% | $13,210-99.3% | $1,587-93.9% |