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 6-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 | $83,966 |
EQUITABLE ADVISORS LLC6+ years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $39,232 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,421 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,584 | $103,975-57.1% | $134,172-66.8% | $103,975-57.1% |
| Participation rate | 17.8% | 72.5%-54.7pp | 72.5%-54.7pp | 72.5%-54.7pp |
| Annual return | 16.83% | 19.41%-2.6pp | 25.30%-8.5pp | 19.41%-2.6pp |
| Employer contribution / active EE | $491 | $3,722-86.8% | $3,420-85.6% | $3,722-86.8% |
| Participant deferral / active EE | $832 | $5,343-84.4% | $4,690-82.3% | $5,343-84.4% |
| Admin fee / account holder | $261 | $332-21.6% | $12,016-97.8% | $332-21.6% |