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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $21,029 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,137 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,971 | $47,126+50.6% | $149,673-52.6% | $74,419-4.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.35% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,759 | $1,905+44.8% | $4,818-42.7% | $2,637+4.6% |
| Participant deferral / active EE | $4,908 | $2,728+79.9% | $5,680-13.6% | $4,528+8.4% |
| Admin fee / account holder | $11 | $343-96.8% | $13,210-99.9% | $348-96.9% |