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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,963 |
Filed as: CBIZ CPAS PC Service code 27 90 S CASCADE AVE, SUITE 200 · COLORADO SPRINGS, CO 80903 | Advisory (Plan) | $16,000 |
Service code 55 5707 SOUTHWEST PKWY · WEST AUSTIN, TX 78735 | Other Commissions | $11,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $284 |
Annual investment return 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 | $19,584 | $66,098-70.4% | $101,794-80.8% | $74,304-73.6% |
| Participation rate | 97.3% | 53.8%+43.5pp | 69.2%+28.1pp | 60.3%+36.9pp |
| Annual return | 6.52% | 19.59%-13.1pp | 30.53%-24.0pp | 29.43%-22.9pp |
| Employer contribution / active EE | $1,126 | $1,082+4.1% | $2,289-50.8% | $2,241-49.8% |
| Participant deferral / active EE | $3,813 | $2,781+37.1% | $4,084-6.6% | $3,767+1.2% |
| Admin fee / account holder | $189 | $4,146-95.4% | $8,777-97.8% | $2,969-93.6% |