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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,039 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,044 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $5,803 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 · EIN 62-1477251 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $3,869 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,223 | $89,588-61.8% | $136,007-74.8% | $77,671-55.9% |
| Participation rate | 21.4% | 74.3%-52.9pp | 76.5%-55.0pp | 70.6%-49.1pp |
| Annual return | 9.15% | 17.42%-8.3pp | 579.32%-570.2pp | 31.21%-22.1pp |
| Employer contribution / active EE | $117 | $3,491-96.7% | $4,215-97.2% | $2,726-95.7% |
| Participant deferral / active EE | $1,232 | $5,591-78.0% | $7,024-82.5% | $4,648-73.5% |
| Admin fee / account holder | $258 | $539-52.2% | $6,858-96.2% | $430-40.1% |