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 | $12,527 |
OSAIC WEALTH INC1 year Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $5,731 |
CRS INC2 years Filed as: CRS CPA PSC Service code 13 151 TETUAN STREET · SAN JUAN, PR 00901 | Contract Administrator | $324 |
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 | $58,208-100.0% | $81,812-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.3%-72.3pp | 67.6%-67.6pp |
| Annual return | 7.72% | 41.66%-33.9pp | 773.79%-766.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,068 | $2,340-54.4% | $2,912-63.3% | $2,755-61.2% |
| Participant deferral / active EE | $2,136 | $3,281-34.9% | $4,319-50.5% | $4,296-50.3% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |