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 3-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,129 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $26,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,250 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,673 | $54,193+2.7% | $93,654-40.6% | $77,671-28.3% |
| Participation rate | 37.8% | 63.9%-26.2pp | 68.7%-31.0pp | 70.6%-32.8pp |
| Annual return | 11.08% | 30.54%-19.5pp | 133.34%-122.3pp | 31.21%-20.1pp |
| Employer contribution / active EE | $651 | $1,168-44.3% | $2,421-73.1% | $2,726-76.1% |
| Participant deferral / active EE | $1,164 | $3,144-63.0% | $4,413-73.6% | $4,648-75.0% |
| Admin fee / account holder | $310 | $576-46.1% | $8,282-96.3% | $430-27.9% |