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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,467 |
UNITED BENEFITS GROUP1 year Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $4,573 |
Service code 99 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Other Fees | $2,083 |
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 | $46,983 | $62,603-25.0% | $104,294-55.0% | $66,914-29.8% |
| Participation rate | 29.4% | 59.6%-30.2pp | 73.3%-43.8pp | 69.8%-40.4pp |
| Annual return | -16.54% | -14.70%-1.8pp | 24.61%-41.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,090 | $2,853-61.8% | $4,625-76.4% | $4,237-74.3% |
| Admin fee / account holder | $69 | $656-89.5% | $7,339-99.1% | $593-88.3% |