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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,151 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $5,344 |
COMPASS3602+ years Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $3,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,312 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,686 | $32,482-82.5% | $77,024-92.6% | $78,044-92.7% |
| Participation rate | 7.9% | 37.9%-30.0pp | 67.9%-60.0pp | 74.4%-66.5pp |
| Annual return | 17.78% | -7.74%+25.5pp | 42.32%-24.5pp | 10.87%+6.9pp |
| Employer contribution / active EE | $108 | $965-88.8% | $2,812-96.1% | $3,125-96.5% |
| Participant deferral / active EE | $213 | $2,316-90.8% | $4,426-95.2% | $5,084-95.8% |
| Admin fee / account holder | $37 | $107-65.4% | $5,425-99.3% | $79-52.9% |