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 6-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 | $64,504 |
Service code 27 123 N WACKER DR STE 2300 · CHICAGO, IL 60606 | Advisory (Plan) | $15,000 |
PLEXUS FINANCIAL SERVICES, LLC6+ years Filed as: PLEXUS FINANCIAL SVCS LLC Service code 27 · EIN 27-1746834 | Advisory (Plan) | $15,000 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,861 |
CARON & BLETZER, PLLC6+ years Filed as: CARON AND BLETZER, PLLC Service code 99 · EIN 04-3499945 | Other Fees | $2,660 |
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 | $61,411 | $30,588+100.8% | $53,898+13.9% | $85,563-28.2% |
| Participation rate | 21.2% | 26.3%-5.1pp | 55.0%-33.7pp | 66.0%-44.7pp |
| Annual return | 13.18% | 50.42%-37.2pp | 528.60%-515.4pp | 31.51%-18.3pp |
| Employer contribution / active EE | $119 | $436-72.7% | $932-87.2% | $2,654-95.5% |
| Participant deferral / active EE | $896 | $848+5.6% | $1,826-51.0% | $4,375-79.5% |
| Admin fee / account holder | $288 | $1,879-84.7% | $2,491-88.4% | $834-65.5% |