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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,149 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $27,904 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $4,651 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $1,519 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $269 |
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 | $67,524 | $79,184-14.7% | $102,438-34.1% | $74,546-9.4% |
| Participation rate | 67.8% | 74.8%-7.0pp | 76.5%-8.7pp | 67.2%+0.6pp |
| Annual return | 13.76% | 54.95%-41.2pp | 29.37%-15.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $2,077 | $2,362-12.0% | $3,024-31.3% | $2,624-20.8% |
| Participant deferral / active EE | $3,752 | $4,414-15.0% | $5,054-25.8% | $4,347-13.7% |
| Admin fee / account holder | $150 | $2,001-92.5% | $9,448-98.4% | $1,944-92.3% |