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 8-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $192,944 |
GRIMES & COMPANY, INC.1 year Filed as: GRIMES & COMPANY INC Service code 27 110 TURNPIKE RD · WESTBOROUGH, MA 01581 | Advisory (Plan) | $82,669 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $41,825 |
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 | $40,071 | $76,774-47.8% | $112,228-64.3% | $77,904-48.6% |
| Participation rate | 66.6% | 80.2%-13.6pp | 75.1%-8.4pp | 73.7%-7.1pp |
| Annual return | -16.51% | -10.25%-6.3pp | 27.45%-44.0pp | 12.21%-28.7pp |
| Employer contribution / active EE | $3,045 | $3,977-23.4% | $3,635-16.2% | $2,848+6.9% |
| Participant deferral / active EE | $7,672 | $3,778+103.0% | $4,728+62.3% | $4,806+59.6% |
| Admin fee / account holder | $290 | $239+21.6% | $6,410-95.5% | $133+119.1% |