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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $3,172 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $62,774 | $79,184-20.7% | $102,438-38.7% | $74,546-15.8% |
| Participation rate | 44.5% | 74.8%-30.3pp | 76.5%-32.0pp | 67.2%-22.7pp |
| Annual return | 13.10% | 54.95%-41.9pp | 29.37%-16.3pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,249 | $2,362-47.1% | $3,024-58.7% | $2,624-52.4% |
| Participant deferral / active EE | $1,803 | $4,414-59.2% | $5,054-64.3% | $4,347-58.5% |
| Admin fee / account holder | $36 | $2,001-98.2% | $9,448-99.6% | $1,944-98.2% |