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 LLC2+ years Service code 27 · EIN 26-3835498 600 EMERSON RD, STE 110 · ST. LOUIS, MO 63141 | Advisory (Plan) | $20,689 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,512 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN, STE. 300 · ST. LOUIS, MO 63146 | Contract Administrator | $3,009 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,580 |
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 | $27,984 | $82,978-66.3% | $129,995-78.5% | $71,457-60.8% |
| Participation rate | 91.2% | 74.1%+17.1pp | 78.5%+12.7pp | 67.9%+23.3pp |
| Annual return | 16.80% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,630 | $2,622-37.8% | $4,320-62.3% | $2,588-37.0% |
| Participant deferral / active EE | $2,467 | $4,432-44.3% | $5,820-57.6% | $4,289-42.5% |
| Admin fee / account holder | $236 | $1,729-86.4% | $10,614-97.8% | $1,587-85.2% |