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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,432 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,562 |
PROGRESSIVE PENSION ADMIN., INC.9+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $7,554 |
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 | $105,995 | $91,407+16.0% | $135,903-22.0% | $71,457+48.3% |
| Participation rate | 57.9% | 75.7%-17.8pp | 81.9%-24.0pp | 67.9%-10.1pp |
| Annual return | 16.71% | 29.90%-13.2pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,410 | $3,703-61.9% | $4,856-71.0% | $2,588-45.5% |
| Participant deferral / active EE | $4,686 | $7,092-33.9% | $7,758-39.6% | $4,289+9.3% |
| Admin fee / account holder | $250 | $1,266-80.3% | $10,762-97.7% | $1,587-84.3% |