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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,702 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $1,015 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $338 |
Filed as: THE RETIREMENT ADVANTAGE INC. Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $16,053 | $54,229-70.4% | $70,092-77.1% | $68,494-76.6% |
| Participation rate | 40.0% | 64.5%-24.5pp | 70.5%-30.5pp | 67.9%-27.9pp |
| Annual return | -15.62% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $295 | $2,018-85.4% | $2,559-88.5% | $2,596-88.6% |
| Participant deferral / active EE | $1,619 | $2,956-45.2% | $3,849-57.9% | $4,027-59.8% |
| Admin fee / account holder | $68 | $4,694-98.5% | $6,267-98.9% | $5,403-98.7% |