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 |
|---|---|---|
ERISA SERVICES, INC.3 years Service code 13 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $11,705 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,108 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
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 | $46,019 | $88,083-47.8% | $164,813-72.1% | $74,495-38.2% |
| Participation rate | 51.5% | 73.0%-21.5pp | 78.6%-27.1pp | 67.2%-15.7pp |
| Annual return | 17.00% | 17.26%-0.3pp | 69.93%-52.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $168 | $2,593-93.5% | $4,341-96.1% | $2,623-93.6% |
| Participant deferral / active EE | $2,912 | $4,498-35.3% | $6,031-51.7% | $4,346-33.0% |
| Admin fee / account holder | $150 | $2,234-93.3% | $12,690-98.8% | $1,942-92.3% |