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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,704 |
Filed as: HUNTER BENEFITS Service code 13 | Contract Administrator | $2,526 |
MERCER1 year Filed as: MERCER (US) INC MERCER Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $2,372 |
DA DAVIDSON & CO8+ years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $2,327 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,905 |
MORNINGSTAR1 year Filed as: MORNING STAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $504 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 119 E PALATINE RD · PALATINE, IL 60067 | Contract Administrator | $175 |
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 | $34,075 | $26,549+28.3% | $61,373-44.5% | $66,914-49.1% |
| Participation rate | 40.3% | 38.1%+2.2pp | 52.6%-12.3pp | 69.8%-29.5pp |
| Annual return | -16.71% | -16.21%-0.5pp | 338.61%-355.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $414 | $651-36.4% | $1,159-64.3% | $2,544-83.7% |
| Participant deferral / active EE | $1,125 | $1,338-15.9% | $2,125-47.0% | $4,237-73.4% |
| Admin fee / account holder | $96 | $409-76.5% | $2,130-95.5% | $593-83.8% |