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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,213 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,579 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,436 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,424 | $89,808-65.0% | $100,383-68.7% | $77,671-59.5% |
| Participation rate | 59.8% | 81.2%-21.4pp | 81.5%-21.7pp | 70.6%-10.8pp |
| Annual return | 22.69% | 20.62%+2.1pp | 49.26%-26.6pp | 31.21%-8.5pp |
| Employer contribution / active EE | $1,921 | $3,039-36.8% | $3,944-51.3% | $2,726-29.5% |
| Participant deferral / active EE | $3,228 | $8,284-61.0% | $8,086-60.1% | $4,648-30.6% |
| Admin fee / account holder | $186 | $174+6.9% | $7,900-97.6% | $430-56.7% |