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 | $23,258 |
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $8,853 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,361 |
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 | $36,494 | $49,915-26.9% | $154,803-76.4% | $74,304-50.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 8.17% | 34.06%-25.9pp | 58.88%-50.7pp | 29.43%-21.3pp |
| Employer contribution / active EE | $2,727 | $1,611+69.3% | $4,305-36.7% | $2,241+21.7% |
| Participant deferral / active EE | $1,698 | $2,255-24.7% | $5,540-69.3% | $3,767-54.9% |
| Admin fee / account holder | $180 | $2,189-91.8% | $14,329-98.7% | $2,969-94.0% |