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 | $20,224 |
UNITED BENEFITS GROUP5 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $8,425 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
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 | $41,182 | $62,327-33.9% | $120,354-65.8% | $74,495-44.7% |
| Participation rate | 63.4% | 56.8%+6.6pp | 71.9%-8.5pp | 67.2%-3.8pp |
| Annual return | 12.38% | 18.61%-6.2pp | 107.15%-94.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,457 | $1,843-21.0% | $3,463-57.9% | $2,623-44.5% |
| Participant deferral / active EE | $2,328 | $2,893-19.5% | $4,991-53.4% | $4,346-46.4% |
| Admin fee / account holder | $175 | $2,396-92.7% | $9,423-98.1% | $1,942-91.0% |