Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,389 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $55,017 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $7,643 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,350 | $50,820-65.9% | $155,567-88.8% | $77,671-77.7% |
| Participation rate | 55.3% | 63.1%-7.9pp | 78.2%-22.9pp | 70.6%-15.3pp |
| Annual return | 8.72% | 34.85%-26.1pp | 64.74%-56.0pp | 31.21%-22.5pp |
| Employer contribution / active EE | $76 | $1,993-96.2% | $4,674-98.4% | $2,726-97.2% |
| Participant deferral / active EE | $622 | $2,823-78.0% | $5,628-89.0% | $4,648-86.6% |
| Admin fee / account holder | $247 | $436-43.4% | $15,916-98.4% | $430-42.6% |