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 7-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 RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,709 |
WITHUMSMITH+BROWN, PC4 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 13 401 W HIGHWAY 6 · WACO, TX 76710 | Contract Administrator | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,150 | $45,031-21.9% | $85,009-58.7% | $77,671-54.7% |
| Participation rate | 48.8% | 48.7%+0.1pp | 67.5%-18.7pp | 70.6%-21.8pp |
| Annual return | 17.14% | 79.22%-62.1pp | 66.47%-49.3pp | 31.21%-14.1pp |
| Employer contribution / active EE | $1,704 | $1,609+5.9% | $2,728-37.6% | $2,726-37.5% |
| Participant deferral / active EE | $2,485 | $2,807-11.5% | $4,522-45.0% | $4,648-46.5% |
| Admin fee / account holder | $135 | $912-85.2% | $6,153-97.8% | $430-68.6% |