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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 13 P.O. BOX 2208 · WACO TX, TX 76703 | Contract Administrator | $6,188 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,160 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $424 |
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 | $92,928 | $76,670+21.2% | $96,683-3.9% | $71,457+30.0% |
| Participation rate | 69.8% | 66.6%+3.3pp | 74.3%-4.5pp | 67.9%+1.9pp |
| Annual return | 15.07% | 48.29%-33.2pp | 35.69%-20.6pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,581 | $3,031-14.9% | $3,737-30.9% | $2,588-0.3% |
| Participant deferral / active EE | $4,222 | $3,771+12.0% | $4,878-13.5% | $4,289-1.6% |
| Admin fee / account holder | $6 | $2,028-99.7% | $6,730-99.9% | $1,587-99.6% |