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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,694 |
M GROUP INVESTMENT ADVISOR6 years Filed as: M GROUP INVESTMENT ADVISOR LLC Service code 26 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Participants) | $23,158 |
Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $21,016 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,657 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,566 | $80,724-72.0% | $103,333-78.2% | $74,495-69.7% |
| Participation rate | 63.9% | 65.7%-1.8pp | 74.5%-10.6pp | 67.2%-3.3pp |
| Annual return | 10.57% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,739 | $3,157-13.3% | $3,868-29.2% | $2,623+4.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $323 | $2,368-86.4% | $8,355-96.1% | $1,942-83.4% |