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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
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 | $52,262 | $47,898+9.1% | $117,472-55.5% | $64,808-19.4% |
| Participation rate | 49.2% | 61.9%-12.7pp | 70.6%-21.4pp | 71.5%-22.3pp |
| Annual return | -16.62% | -15.54%-1.1pp | 29.74%-46.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,197 | $1,774+23.8% | $4,176-47.4% | $2,506-12.3% |
| Participant deferral / active EE | $2,174 | $3,151-31.0% | $4,070-46.6% | $4,310-49.6% |
| Admin fee / account holder | $143 | $132+8.1% | $5,645-97.5% | $188-24.1% |