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 · EIN 36-3429599 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $150 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,693 | $65,435+5.0% | $86,677-20.7% | $66,914+2.7% |
| Participation rate | 44.5% | 75.5%-30.9pp | 76.6%-32.0pp | 69.8%-25.3pp |
| Annual return | -8.21% | -10.89%+2.7pp | 35.91%-44.1pp | 1.58%-9.8pp |
| Employer contribution / active EE | $767 | $2,153-64.4% | $2,836-73.0% | $2,544-69.9% |
| Participant deferral / active EE | $1,256 | $4,100-69.4% | $4,656-73.0% | $4,237-70.4% |
| Admin fee / account holder | $6 | $642-99.0% | $7,493-99.9% | $593-98.9% |