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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,894 |
Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $5,163 |
CRS INC1 year Filed as: CRS CPA PSC Service code 13 151 TETUAN STREET · SAN JUAN, PR 00901 | Contract Administrator | $272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,635-100.0% | $86,612-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 9.22% | 106.41%-97.2pp | 591.07%-581.8pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,165 | $3,263-64.3% | $3,022-61.5% | $4,751-75.5% |
| Participant deferral / active EE | $2,330 | $4,836-51.8% | $4,438-47.5% | $6,710-65.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |