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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,174 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,016 |
RIVERO GORDIMER & COMPANY PA2 years Service code 10 ONE TAMPA CITY CENTER, SUITE 2600 · TAMPA, FL 33602 | Accounting | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $69,465 | $64,119+8.3% | $112,228-38.1% | $66,914+3.8% |
| Participation rate | 55.8% | 68.5%-12.6pp | 75.1%-19.2pp | 69.8%-14.0pp |
| Annual return | -18.27% | -13.81%-4.5pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $459 | $3,005-84.7% | $3,635-87.4% | $2,544-82.0% |
| Participant deferral / active EE | $2,651 | $3,693-28.2% | $4,728-43.9% | $4,237-37.4% |
| Admin fee / account holder | $242 | $625-61.2% | $6,410-96.2% | $593-59.1% |