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 6-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 | $35,374 |
Filed as: NORTH SHORE BANK Service code 27 131 W SUPERIOR ST · DULUTH, MN 55802 | Advisory (Plan) | $12,236 |
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 | $36,761 | $82,917-55.7% | $103,333-64.4% | $77,643-52.7% |
| Participation rate | 64.5% | 71.6%-7.1pp | 74.5%-10.1pp | 70.6%-6.1pp |
| Annual return | 24.21% | 19.13%+5.1pp | 24.88%-0.7pp | 31.24%-7.0pp |
| Employer contribution / active EE | $3,906 | $3,552+10.0% | $3,868+1.0% | $2,726+43.3% |
| Participant deferral / active EE | $4,903 | $4,108+19.3% | $5,057-3.1% | $4,647+5.5% |
| Admin fee / account holder | $216 | $638-66.1% | $8,355-97.4% | $430-49.7% |