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: GALLAGHER BENEFIT SERVICES INC Service code 27 DBA GALLAGHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $12,131 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,734 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,603 | $52,208-62.5% | $86,612-77.4% | $74,419-73.7% |
| Participation rate | 39.9% | 66.3%-26.4pp | 71.7%-31.8pp | 70.7%-30.8pp |
| Annual return | 18.37% | 44.46%-26.1pp | 591.07%-572.7pp | 34.38%-16.0pp |
| Employer contribution / active EE | $471 | $2,282-79.3% | $3,022-84.4% | $2,637-82.1% |
| Participant deferral / active EE | $1,097 | $3,383-67.6% | $4,438-75.3% | $4,528-75.8% |
| Admin fee / account holder | $85 | $319-73.4% | $5,614-98.5% | $348-75.6% |