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 | $22,618 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $11,880 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,289 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,586 | $55,415-32.2% | $155,509-75.8% | $74,495-49.5% |
| Participation rate | 58.0% | 61.9%-3.9pp | 78.2%-20.2pp | 67.2%-9.2pp |
| Annual return | 8.94% | 268.50%-259.6pp | 64.67%-55.7pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $2,426 | $2,267+7.0% | $4,672-48.1% | $2,623-7.5% |
| Participant deferral / active EE | $3,070 | $2,836+8.2% | $5,626-45.4% | $4,346-29.4% |
| Admin fee / account holder | $287 | $1,738-83.5% | $15,912-98.2% | $1,942-85.2% |