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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,284 |
Service code 27 8111 PRESTON ROAD, STE. 500 · DALLAS, TX 75225 | Advisory (Plan) | $25,939 |
Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 59 · EIN 43-1804048 | Shareholder Servicing | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $44,648 | $76,173-41.4% | $81,382-45.1% | $199,593-77.6% |
| Participation rate | 45.9% | 76.3%-30.4pp | 69.5%-23.6pp | 72.0%-26.1pp |
| Annual return | 8.88% | 15.59%-6.7pp | 24.73%-15.9pp | 34.25%-25.4pp |
| Employer contribution / active EE | $836 | $2,792-70.1% | $2,463-66.1% | $3,034-72.5% |
| Participant deferral / active EE | $1,117 | $4,201-73.4% | $3,883-71.2% | $5,087-78.0% |
| Admin fee / account holder | $175 | $146+19.7% | $5,768-97.0% | $269-35.0% |