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 1400 AMERICAN BLVD #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $5,462 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,725 |
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 13 6010 20TH STREET EAST · TACOMA, WA 98424 | Contract Administrator | $1,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $926 |
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 | $59,646 | $37,393+59.5% | $77,024-22.6% | $66,914-10.9% |
| Participation rate | 19.3% | 52.9%-33.6pp | 67.9%-48.6pp | 69.8%-50.5pp |
| Annual return | -7.25% | -3.29%-4.0pp | 42.32%-49.6pp | 1.58%-8.8pp |
| Employer contribution / active EE | $547 | $1,531-64.3% | $2,812-80.5% | $2,544-78.5% |
| Participant deferral / active EE | $1,232 | $2,617-52.9% | $4,426-72.2% | $4,237-70.9% |
| Admin fee / account holder | $280 | $567-50.7% | $5,425-94.8% | $593-52.9% |