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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,532 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $6,534 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,642 | $58,264-54.3% | $86,612-69.2% | $71,457-62.7% |
| Participation rate | 62.5% | 65.0%-2.5pp | 71.7%-9.2pp | 67.9%-5.4pp |
| Annual return | 14.40% | 21.63%-7.2pp | 591.07%-576.7pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,507 | $2,574-41.4% | $3,022-50.1% | $2,588-41.8% |
| Participant deferral / active EE | $911 | $3,436-73.5% | $4,438-79.5% | $4,289-78.8% |
| Admin fee / account holder | $100 | $1,057-90.5% | $5,614-98.2% | $1,587-93.7% |