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 5-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 INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,681 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S STE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $58,150 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,853 |
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 | $40,151 | $89,588-55.2% | $136,007-70.5% | $77,643-48.3% |
| Participation rate | 67.9% | 74.3%-6.4pp | 76.5%-8.5pp | 70.6%-2.6pp |
| Annual return | 18.10% | 17.42%+0.7pp | 579.32%-561.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,194 | $5,591-25.0% | $7,025-40.3% | $4,647-9.7% |
| Admin fee / account holder | $221 | $539-59.1% | $6,858-96.8% | $430-48.7% |