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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,146 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $11,857 |
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 | $14,066 | $50,815-72.3% | $155,509-91.0% | $77,643-81.9% |
| Participation rate | 88.3% | 63.1%+25.2pp | 78.2%+10.1pp | 70.6%+17.7pp |
| Annual return | 12.24% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $587 | $1,993-70.5% | $4,672-87.4% | $2,726-78.5% |
| Participant deferral / active EE | $4,520 | $2,822+60.2% | $5,626-19.7% | $4,647-2.7% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.5% |