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 Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,863 |
WORTH FINANCIAL GROUP, INC.7 years Service code 55 16660 DALLAS PKWY, STE. 2200 · DALLAS, TX 75248 | Other Commissions | $21,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,250 |
RETIREMENTPLANS.COM, LLC11+ years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $12,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,515 | $95,880-50.4% | $107,525-55.8% | $85,563-44.5% |
| Participation rate | 57.9% | 70.1%-12.3pp | 75.1%-17.2pp | 66.0%-8.1pp |
| Annual return | 14.90% | 68.06%-53.2pp | 181.32%-166.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,642 | $3,812-56.9% | $3,754-56.3% | $2,654-38.1% |
| Participant deferral / active EE | $2,606 | $4,201-38.0% | $5,116-49.1% | $4,375-40.4% |
| Admin fee / account holder | $226 | $1,025-78.0% | $8,919-97.5% | $834-73.0% |