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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $74,817 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,536 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $0 | $88,634-100.0% | $101,326-100.0% | $74,304-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 60.3%-60.3pp |
| Annual return | 14.25% | 33.10%-18.8pp | 36.82%-22.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $4,735 | $2,930+61.6% | $3,665+29.2% | $2,241+111.3% |
| Participant deferral / active EE | $10,602 | $7,322+44.8% | $7,994+32.6% | $3,767+181.4% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |