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 | $58,597 |
CORNERSTONE PLANNING GROUP4 years Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $25,231 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $15,912 |
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 | $32,596 | $96,018-66.1% | $65,493-50.2% | $85,563-61.9% |
| Participation rate | 70.7% | 74.8%-4.1pp | 73.1%-2.4pp | 66.0%+4.8pp |
| Annual return | 11.94% | 14.51%-2.6pp | 982.45%-970.5pp | 31.51%-19.6pp |
| Employer contribution / active EE | $2,776 | $3,235-14.2% | $2,574+7.8% | $2,654+4.6% |
| Participant deferral / active EE | $1,939 | $4,055-52.2% | $3,961-51.1% | $4,375-55.7% |
| Admin fee / account holder | $163 | $271-39.7% | $5,028-96.8% | $834-80.4% |