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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,734 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $31,986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,773 |
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 | $31,048 | $42,901-27.6% | $91,220-66.0% | $64,808-52.1% |
| Participation rate | 30.2% | 68.1%-38.0pp | 73.2%-43.0pp | 71.5%-41.3pp |
| Annual return | -14.82% | -13.53%-1.3pp | 114.01%-128.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $559 | $1,571-64.4% | $2,850-80.4% | $2,506-77.7% |
| Participant deferral / active EE | $828 | $3,501-76.3% | $4,234-80.4% | $4,310-80.8% |
| Admin fee / account holder | $193 | $131+47.3% | $5,420-96.4% | $188+2.8% |