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 |
|---|---|---|
KRILOGY FINANCIAL LLC1+ years Service code 27 · EIN 26-3835498 600 EMERSON RD, STE 110 · ST. LOUIS, MO 63141 | Advisory (Plan) | $21,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,063 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN, STE. 300 · ST. LOUIS, MO 63146 | Contract Administrator | $3,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,401 |
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 | $24,336 | $86,655-71.9% | $119,609-79.7% | $66,914-63.6% |
| Participation rate | 94.5% | 75.6%+19.0pp | 79.3%+15.3pp | 69.8%+24.7pp |
| Annual return | -17.87% | -8.00%-9.9pp | -14.97%-2.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,731 | $2,536-31.7% | $4,232-59.1% | $2,544-32.0% |
| Participant deferral / active EE | $2,853 | $4,358-34.5% | $5,602-49.1% | $4,237-32.7% |
| Admin fee / account holder | $255 | $755-66.2% | $10,323-97.5% | $593-57.0% |