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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $699,963 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $454,313 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $87,500 |
WARREN AVERETT, LLC1 year Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $26,000 |
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 | $70,695 | $140,769-49.8% | $101,326-30.2% | $140,769-49.8% |
| Participation rate | 21.4% | 74.2%-52.7pp | 81.5%-60.1pp | 74.2%-52.7pp |
| Annual return | 17.97% | 16.82%+1.2pp | 36.82%-18.8pp | 16.82%+1.2pp |
| Employer contribution / active EE | $2,115 | $3,906-45.9% | $3,665-42.3% | $3,906-45.9% |
| Participant deferral / active EE | $4,259 | $6,717-36.6% | $7,994-46.7% | $6,717-36.6% |
| Admin fee / account holder | $117 | $229-48.8% | $11,185-99.0% | $229-48.8% |