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 | $16,475 |
UNITED BENEFITS GROUP6 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $8,296 |
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 | $55,273 | $68,914-19.8% | $136,749-59.6% | $74,304-25.6% |
| Participation rate | 54.5% | 51.3%+3.2pp | 72.1%-17.6pp | 60.3%-5.8pp |
| Annual return | 16.08% | 16.34%-0.3pp | 24.33%-8.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,396 | $1,561-10.6% | $3,400-58.9% | $2,241-37.7% |
| Participant deferral / active EE | $2,317 | $2,541-8.8% | $4,692-50.6% | $3,767-38.5% |
| Admin fee / account holder | $248 | $3,149-92.1% | $11,386-97.8% | $2,969-91.6% |