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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $49,986 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 49 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Services | $5,850 |
Filed as: KESTRA FINANCIAL INC Service code 27 6500 R0CK SPRING DR STE 410 · BETHESDA, MD 20817 | Advisory (Plan) | $2,925 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $406 |
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 | $65,029 | $241,101-73.0% | $103,333-37.1% | $199,593-67.4% |
| Participation rate | 45.2% | 78.3%-33.1pp | 74.5%-29.3pp | 72.0%-26.8pp |
| Annual return | 0.44% | 17.80%-17.4pp | 24.88%-24.4pp | 34.25%-33.8pp |
| Employer contribution / active EE | $4,195 | $4,244-1.2% | $3,868+8.5% | $3,034+38.3% |
| Participant deferral / active EE | $363 | $3,958-90.8% | $5,057-92.8% | $5,087-92.9% |
| Admin fee / account holder | $67 | $288-76.6% | $8,355-99.2% | $269-75.0% |