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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,027 |
EMPLOYEE BENEFITS GROUP, LLC3 years Filed as: EMPLOYEE BENEFITS GROUP Service code 13 · EIN 73-1554797 | Contract Administrator | $428 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $258 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,043 | $52,406-90.4% | $129,207-96.1% | $74,495-93.2% |
| Participation rate | 80.6% | 53.8%+26.8pp | 69.6%+11.0pp | 67.2%+13.4pp |
| Annual return | 12.95% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,250 | $1,531-18.3% | $4,153-69.9% | $2,623-52.4% |
| Participant deferral / active EE | $1,587 | $2,794-43.2% | $4,168-61.9% | $4,346-63.5% |
| Admin fee / account holder | $85 | $2,633-96.8% | $7,715-98.9% | $1,942-95.6% |