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, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,435 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,533 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,765 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,757 | $50,815+57.0% | $155,509-48.7% | $77,643+2.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.19% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,904 | $1,993+45.7% | $4,672-37.8% | $2,726+6.5% |
| Participant deferral / active EE | $5,068 | $2,822+79.6% | $5,626-9.9% | $4,647+9.1% |
| Admin fee / account holder | $19 | $437-95.7% | $15,912-99.9% | $430-95.6% |