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 | $106,351-74.3% | $105,223-74.0% | $103,975-73.7% |
| Participation rate | 49.4% | 80.0%-30.6pp | 75.0%-25.6pp | 72.5%-23.1pp |
| Annual return | 20.43% | 11.69%+8.7pp | 180.65%-160.2pp | 19.41%+1.0pp |
| Employer contribution / active EE | $2,651 | $5,336-50.3% | $3,689-28.1% | $3,722-28.8% |
| Participant deferral / active EE | $2,086 | $3,221-35.2% | $5,072-58.9% | $5,343-60.9% |
| Admin fee / account holder | $101 | $316-68.1% | $8,859-98.9% | $332-69.7% |