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 DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $44,506 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,017 | $54,193+3.4% | $93,606-40.2% | $77,643-27.9% |
| Participation rate | 49.9% | 63.9%-14.0pp | 68.7%-18.8pp | 70.6%-20.7pp |
| Annual return | 14.20% | 30.54%-16.3pp | 133.20%-119.0pp | 31.24%-17.0pp |
| Employer contribution / active EE | $144 | $1,168-87.7% | $2,420-94.1% | $2,726-94.7% |
| Participant deferral / active EE | $3,022 | $3,144-3.9% | $4,411-31.5% | $4,647-35.0% |
| Admin fee / account holder | $221 | $576-61.6% | $8,285-97.3% | $430-48.6% |