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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,381 |
Service code 13 770 S VERMONT AVE · LOS ANGELES, CA 90005 | Contract Administrator | $1,850 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,080 |
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 | $77,358 | $87,870-12.0% | $113,168-31.6% | $74,304+4.1% |
| Participation rate | 57.0% | 70.7%-13.8pp | 76.6%-19.6pp | 60.3%-3.4pp |
| Annual return | 30.03% | 26.44%+3.6pp | 24.27%+5.8pp | 29.43%+0.6pp |
| Employer contribution / active EE | $5,926 | $2,277+160.2% | $2,975+99.2% | $2,241+164.4% |
| Participant deferral / active EE | $8,749 | $4,241+106.3% | $5,107+71.3% | $3,767+132.2% |
| Admin fee / account holder | $150 | $3,368-95.5% | $12,068-98.8% | $2,969-94.9% |