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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $39,063 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $4,305 |
NFP RETIREMENT INC1 year Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $352 |
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 | $94,584 | $53,199+77.8% | $155,567-39.2% | $199,768-52.7% |
| Participation rate | 62.6% | 64.1%-1.6pp | 78.2%-15.6pp | 72.0%-9.4pp |
| Annual return | 13.48% | 41.17%-27.7pp | 64.74%-51.3pp | 34.26%-20.8pp |
| Employer contribution / active EE | $7 | $1,852-99.6% | $4,674-99.9% | $3,037-99.8% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $35 | $186-81.2% | $15,916-99.8% | $269-87.0% |