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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,771 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $1,088 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,449 | $80,724-93.3% | $103,333-94.7% | $74,495-92.7% |
| Participation rate | 90.8% | 65.7%+25.1pp | 74.5%+16.3pp | 67.2%+23.6pp |
| Annual return | 36.38% | 27.56%+8.8pp | 24.88%+11.5pp | 1364.94%-1328.6pp |
| Employer contribution / active EE | $1,653 | $3,157-47.6% | $3,868-57.3% | $2,623-37.0% |
| Participant deferral / active EE | $2,100 | $3,860-45.6% | $5,057-58.5% | $4,346-51.7% |
| Admin fee / account holder | $94 | $2,368-96.0% | $8,355-98.9% | $1,942-95.1% |