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 9-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,936 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,345 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,400 |
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 | $46,595 | $50,820-8.3% | $155,567-70.0% | $77,671-40.0% |
| Participation rate | 59.5% | 63.1%-3.7pp | 78.2%-18.7pp | 70.6%-11.1pp |
| Annual return | 20.62% | 34.85%-14.2pp | 64.74%-44.1pp | 31.21%-10.6pp |
| Employer contribution / active EE | $1,856 | $1,993-6.9% | $4,674-60.3% | $2,726-31.9% |
| Participant deferral / active EE | $3,626 | $2,823+28.5% | $5,628-35.6% | $4,648-22.0% |
| Admin fee / account holder | $117 | $436-73.2% | $15,916-99.3% | $430-72.9% |