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 5-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 CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,040 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $22,553 |
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 | $33,692 | $54,193-37.8% | $93,654-64.0% | $77,671-56.6% |
| Participation rate | 69.9% | 63.9%+6.0pp | 68.7%+1.2pp | 70.6%-0.6pp |
| Annual return | 13.76% | 30.54%-16.8pp | 133.34%-119.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,641 | $1,168+40.5% | $2,421-32.2% | $2,726-39.8% |
| Participant deferral / active EE | $3,375 | $3,144+7.3% | $4,413-23.5% | $4,648-27.4% |
| Admin fee / account holder | $146 | $576-74.6% | $8,282-98.2% | $430-66.1% |