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 3-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 | $1,407 |
SHERIDAN ROAD ADVISORS LLC1+ years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,905 | $26,906-55.8% | $61,373-80.6% | $77,904-84.7% |
| Participation rate | 7.9% | 33.4%-25.5pp | 52.6%-44.7pp | 73.7%-65.8pp |
| Annual return | 0.00% | -14.46%+14.5pp | 338.61%-338.6pp | 12.21%-12.2pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,159-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $23 | $1,180-98.1% | $2,125-98.9% | $4,806-99.5% |
| Admin fee / account holder | $14 | $117-88.2% | $2,130-99.3% | $133-89.5% |