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 9-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 | $9,901 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 55 | Other Commissions | $8,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,568 | $88,083-59.6% | $164,813-78.4% | $74,495-52.3% |
| Participation rate | 57.1% | 73.0%-15.9pp | 78.6%-21.5pp | 67.2%-10.1pp |
| Annual return | 10.63% | 17.26%-6.6pp | 69.93%-59.3pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $459 | $2,593-82.3% | $4,341-89.4% | $2,623-82.5% |
| Participant deferral / active EE | $2,872 | $4,498-36.2% | $6,031-52.4% | $4,346-33.9% |
| Admin fee / account holder | $88 | $2,234-96.1% | $12,690-99.3% | $1,942-95.5% |