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. COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,955 |
ATTEBERRY/SEARLE, INC.1 year Service code 13 · EIN 68-0082549 3620 AMERICAN RIVER DRIVE STE. 210 · SACRAMENTO, CA 95825 | Contract Administrator | $8,300 |
Filed as: CAPTRUST FINANCIAL Service code 27 4208 SIX FORKS RD. STE. 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $6,011 |
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.
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 | $14,865 | $76,670-80.6% | $96,683-84.6% | $71,457-79.2% |
| Participation rate | 68.0% | 66.6%+1.4pp | 74.3%-6.3pp | 67.9%+0.1pp |
| Annual return | 15.20% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,535 | $3,031-16.4% | $3,737-32.2% | $2,588-2.0% |
| Participant deferral / active EE | $1,148 | $3,771-69.6% | $4,878-76.5% | $4,289-73.2% |
| Admin fee / account holder | $127 | $2,028-93.7% | $6,730-98.1% | $1,587-92.0% |