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: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,137 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $8,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,404 |
Annual investment return 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 | $40,316 | $55,415-27.2% | $155,509-74.1% | $74,495-45.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.24% | 268.50%-258.3pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,747 | $2,267+21.2% | $4,672-41.2% | $2,623+4.7% |
| Participant deferral / active EE | $1,693 | $2,836-40.3% | $5,626-69.9% | $4,346-61.0% |
| Admin fee / account holder | $187 | $1,738-89.2% | $15,912-98.8% | $1,942-90.4% |