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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP RETIREMENT Service code 64 · EIN 13-3036745 | Recordkeeping Fees | $44,823 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $157 |
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 | $20,640 | $50,815-59.4% | $155,509-86.7% | $77,643-73.4% |
| Participation rate | 42.5% | 63.1%-20.6pp | 78.2%-35.7pp | 70.6%-28.1pp |
| Annual return | 11.99% | 34.80%-22.8pp | 64.67%-52.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $560 | $1,993-71.9% | $4,672-88.0% | $2,726-79.5% |
| Participant deferral / active EE | $1,185 | $2,822-58.0% | $5,626-78.9% | $4,647-74.5% |
| Admin fee / account holder | $215 | $437-50.9% | $15,912-98.7% | $430-50.1% |