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 | $12,224 |
UNITED BENEFITS GROUP4 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $7,650 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
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 | $76,650 | $96,484-20.6% | $156,263-50.9% | $74,304+3.2% |
| Participation rate | 62.3% | 67.7%-5.4pp | 78.9%-16.6pp | 60.3%+2.0pp |
| Annual return | 19.22% | 17.73%+1.5pp | 59.47%-40.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,753 | $2,528-30.7% | $4,333-59.5% | $2,241-21.8% |
| Participant deferral / active EE | $2,903 | $4,286-32.3% | $6,158-52.9% | $3,767-22.9% |
| Admin fee / account holder | $228 | $3,728-93.9% | $14,255-98.4% | $2,969-92.3% |