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 3-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 · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,366 |
Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $1,593 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $561 |
Filed as: EVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $152 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,097 | $54,701-92.5% | $86,188-95.2% | $71,457-94.3% |
| Participation rate | 92.7% | 60.1%+32.6pp | 69.0%+23.8pp | 67.9%+24.8pp |
| Annual return | 60.11% | 20.06%+40.0pp | 1168.45%-1108.3pp | 28.85%+31.3pp |
| Employer contribution / active EE | $1,461 | $1,265+15.5% | $2,380-38.6% | $2,588-43.6% |
| Participant deferral / active EE | $2,383 | $3,108-23.3% | $3,985-40.2% | $4,289-44.4% |
| Admin fee / account holder | $57 | $1,922-97.0% | $6,852-99.2% | $1,587-96.4% |