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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,369 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $9,232 |
Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $8,079 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16 |
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 | $12,444 | $65,061-80.9% | $143,757-91.3% | $66,914-81.4% |
| Participation rate | 72.5% | 65.2%+7.4pp | 80.3%-7.8pp | 69.8%+2.7pp |
| Annual return | -19.39% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,241 | $2,361-47.4% | $4,951-74.9% | $2,544-51.2% |
| Participant deferral / active EE | $3,784 | $2,919+29.6% | $5,637-32.9% | $4,237-10.7% |
| Admin fee / account holder | $296 | $502-41.0% | $14,673-98.0% | $593-50.1% |