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 10-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 |
|---|---|---|
UNITED BENEFITS GROUP1 year Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $5,309 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $4,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,938 | $86,655-40.1% | $119,609-56.6% | $66,914-22.4% |
| Participation rate | 68.3% | 75.6%-7.3pp | 79.3%-11.0pp | 69.8%-1.5pp |
| Annual return | -16.08% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $813 | $2,536-67.9% | $4,232-80.8% | $2,544-68.0% |
| Participant deferral / active EE | $2,079 | $4,358-52.3% | $5,602-62.9% | $4,237-50.9% |
| Admin fee / account holder | $104 | $755-86.2% | $10,323-99.0% | $593-82.4% |