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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,369 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $23,958 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $23,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,897 | $92,055-68.6% | $106,213-72.8% | $77,643-62.8% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | 11.88% | 17.91%-6.0pp | 116.14%-104.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $933 | $3,367-72.3% | $3,171-70.6% | $2,726-65.8% |
| Participant deferral / active EE | $4,452 | $5,386-17.3% | $5,016-11.2% | $4,647-4.2% |
| Admin fee / account holder | $189 | $219-13.7% | $11,033-98.3% | $430-56.1% |