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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,069 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,350 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $8,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,430 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,105 | $92,971-77.3% | $96,683-78.2% | $74,419-71.6% |
| Participation rate | 81.5% | 71.5%+10.0pp | 74.3%+7.2pp | 70.7%+10.8pp |
| Annual return | 16.56% | 37.49%-20.9pp | 35.69%-19.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,716 | $3,426-49.9% | $3,737-54.1% | $2,637-34.9% |
| Participant deferral / active EE | $3,895 | $3,970-1.9% | $4,878-20.2% | $4,528-14.0% |
| Admin fee / account holder | $97 | $633-84.7% | $6,730-98.6% | $348-72.1% |