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 CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,376 |
CORNERSTONE PLANNING GROUP3 years Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $21,704 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $11,154 |
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 | $28,072 | $91,762-69.4% | $67,502-58.4% | $77,643-63.8% |
| Participation rate | 73.5% | 75.9%-2.4pp | 72.9%+0.6pp | 70.6%+2.9pp |
| Annual return | 11.67% | 14.87%-3.2pp | 3512.12%-3500.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,163 | $3,181-63.4% | $2,731-57.4% | $2,726-57.3% |
| Participant deferral / active EE | $1,926 | $3,903-50.6% | $4,000-51.8% | $4,647-58.5% |
| Admin fee / account holder | $145 | $176-17.6% | $3,998-96.4% | $430-66.3% |