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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,739 |
IMA WEALTH INC1 year Service code 55 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Other Commissions | $4,247 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DEIGO, CA 92101 | Contract Administrator | $1,051 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $685 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,235 | $73,004-84.6% | $90,749-87.6% | $68,494-83.6% |
| Participation rate | 46.5% | 70.8%-24.4pp | 75.7%-29.2pp | 67.9%-21.4pp |
| Annual return | -14.00% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $725 | $3,627-80.0% | $4,564-84.1% | $4,027-82.0% |
| Admin fee / account holder | $179 | $5,896-97.0% | $8,445-97.9% | $5,403-96.7% |