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 | $81,561 |
AMERICAN FUNDS6 years Filed as: ADVANCED CAPITAL GROUP Service code 27 ATTN CHARLES LANGOWSKI · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $32,194 |
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 | $84,357 | $98,727-14.6% | $113,168-25.5% | $85,563-1.4% |
| Participation rate | 53.4% | 80.8%-27.4pp | 76.6%-23.2pp | 66.0%-12.6pp |
| Annual return | 14.01% | 17.43%-3.4pp | 24.27%-10.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $564 | $2,907-80.6% | $2,975-81.0% | $2,654-78.7% |
| Participant deferral / active EE | $2,903 | $5,424-46.5% | $5,107-43.2% | $4,375-33.6% |
| Admin fee / account holder | $254 | $357-28.8% | $12,068-97.9% | $834-69.5% |