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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,369 |
Service code 49 · EIN 92-1807984 558 CASTLE PINES PARKWAY · CASTLE PINES, CO 80108 | Other Services | $0 |
PFS INVESTMENTS1 year Filed as: PFS INVESTMENTS, INC. Service code 55 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,464 | $82,917-58.4% | $103,333-66.6% | $77,643-55.6% |
| Participation rate | 31.1% | 71.6%-40.5pp | 74.5%-43.4pp | 70.6%-39.5pp |
| Annual return | 11.55% | 19.13%-7.6pp | 24.88%-13.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,660 | $3,552-53.2% | $3,868-57.1% | $2,726-39.1% |
| Participant deferral / active EE | $2,590 | $4,108-36.9% | $5,057-48.8% | $4,647-44.3% |
| Admin fee / account holder | $282 | $638-55.9% | $8,355-96.6% | $430-34.6% |