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 CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,376 |
LOREN D. STARK COMPANY4 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 | Contract Administrator | $13,558 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,568 |
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 | $46,497 | $61,058-23.8% | $71,209-34.7% | $85,563-45.7% |
| Participation rate | 48.5% | 58.6%-10.1pp | 73.8%-25.3pp | 66.0%-17.5pp |
| Annual return | 14.00% | 100.41%-86.4pp | 282.51%-268.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $932 | $2,199-57.6% | $2,721-65.7% | $2,654-64.9% |
| Participant deferral / active EE | $1,565 | $3,173-50.7% | $4,175-62.5% | $4,375-64.2% |
| Admin fee / account holder | $271 | $855-68.3% | $5,349-94.9% | $834-67.5% |