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 5-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 | $147,179 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 64 · EIN 47-1411118 | Recordkeeping Fees | $4,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,610 | $44,897-92.0% | $84,966-95.8% | $199,593-98.2% |
| Participation rate | 48.7% | 45.7%+3.0pp | 67.5%-18.8pp | 72.0%-23.2pp |
| Annual return | 18.97% | 20.96%-2.0pp | 66.38%-47.4pp | 34.25%-15.3pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $584 | $2,668-78.1% | $4,519-87.1% | $5,087-88.5% |
| Admin fee / account holder | $68 | $584-88.4% | $6,149-98.9% | $269-74.8% |