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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,487 |
PENSION ASSURANCE LLP1 year Filed as: PENSION & BENEFITS SOLUTIONS Service code 13 · EIN 84-0467907 P O BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $7,699 |
PENSION ASSURANCE LLP1 year Filed as: PENSION & BENEFITS SOLUTIONS INC DB Service code 13 | Contract Administrator | $2,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $39,435 | $91,407-56.9% | $135,903-71.0% | $71,457-44.8% |
| Participation rate | 65.1% | 75.7%-10.6pp | 81.9%-16.8pp | 67.9%-2.8pp |
| Annual return | -1.37% | 29.90%-31.3pp | 68.23%-69.6pp | 28.85%-30.2pp |
| Employer contribution / active EE | $5,998 | $3,703+62.0% | $4,856+23.5% | $2,588+131.8% |
| Participant deferral / active EE | $7,384 | $7,092+4.1% | $7,758-4.8% | $4,289+72.2% |
| Admin fee / account holder | $142 | $1,266-88.8% | $10,762-98.7% | $1,587-91.1% |