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 6-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 | $63,719 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $29,696 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 680 ANDERSON DR · PITTSBURGH, PA 15220 | Advisory (Plan) | $26,403 |
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE SECURITIES INC Service code 55 1251 WATERFRONT PL STE 510 · PITTSBURGH, PA 15222 | Other Commissions | $12,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,577 | $47,126-22.4% | $149,673-75.6% | $74,419-50.8% |
| Participation rate | 68.1% | 63.4%+4.7pp | 78.8%-10.6pp | 70.7%-2.6pp |
| Annual return | 11.13% | 22.75%-11.6pp | 134.42%-123.3pp | 34.38%-23.2pp |
| Employer contribution / active EE | $1,308 | $1,905-31.4% | $4,818-72.9% | $2,637-50.4% |
| Participant deferral / active EE | $2,316 | $2,728-15.1% | $5,680-59.2% | $4,528-48.9% |
| Admin fee / account holder | $154 | $343-55.0% | $13,210-98.8% | $348-55.7% |