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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,199 |
UNITED BENEFITS GROUP1+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $5,529 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $3,339 |
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 | $61,352 | $96,484-36.4% | $156,263-60.7% | $74,304-17.4% |
| Participation rate | 55.3% | 67.7%-12.4pp | 78.9%-23.6pp | 60.3%-5.1pp |
| Annual return | 20.55% | 17.73%+2.8pp | 59.47%-38.9pp | 29.43%-8.9pp |
| Employer contribution / active EE | $4 | $2,528-99.8% | $4,333-99.9% | $2,241-99.8% |
| Participant deferral / active EE | $2,666 | $4,286-37.8% | $6,158-56.7% | $3,767-29.2% |
| Admin fee / account holder | $164 | $3,728-95.6% | $14,255-98.8% | $2,969-94.5% |