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 4-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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,715 |
BURLEIGH CONSULTING GROUP4+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR. · MEMPHIS, TN 38117 | Contract Administrator | $40,431 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,377 | $103,641-73.6% | $107,525-74.5% | $102,872-73.4% |
| Participation rate | 49.4% | 79.4%-30.0pp | 75.1%-25.7pp | 73.0%-23.6pp |
| Annual return | 20.43% | 13.08%+7.3pp | 181.32%-160.9pp | 19.06%+1.4pp |
| Employer contribution / active EE | $2,651 | $5,096-48.0% | $3,754-29.4% | $3,526-24.8% |
| Participant deferral / active EE | $2,086 | $3,789-44.9% | $5,116-59.2% | $5,535-62.3% |
| Admin fee / account holder | $101 | $276-63.6% | $8,919-98.9% | $292-65.6% |