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 | $163,266 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $36,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,734 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,983 | $65,241-67.8% | $126,539-83.4% | $85,563-75.5% |
| Participation rate | 88.7% | 48.6%+40.1pp | 69.8%+18.9pp | 66.0%+22.8pp |
| Annual return | 13.56% | 42.19%-28.6pp | 425.95%-412.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,626 | $1,937-16.1% | $3,674-55.7% | $2,654-38.7% |
| Participant deferral / active EE | $2,156 | $3,032-28.9% | $4,083-47.2% | $4,375-50.7% |
| Admin fee / account holder | $171 | $1,031-83.4% | $6,065-97.2% | $834-79.5% |