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 4-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,350 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $17,843 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,943 |
MARQUIS PENSION, LLC1 year Filed as: MARQUIS PENSION LLC Service code 13 PO BOX 293 · SOUTHBURY, CT 06488 | Contract Administrator | $5,947 |
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.
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 | $20,689 | $106,028-80.5% | $146,958-85.9% | $77,643-73.4% |
| Participation rate | 57.0% | 78.4%-21.3pp | 82.2%-25.1pp | 70.6%-13.5pp |
| Annual return | 123.60% | 56.73%+66.9pp | 418.34%-294.7pp | 31.24%+92.4pp |
| Employer contribution / active EE | $1,184 | $4,063-70.9% | $4,933-76.0% | $2,726-56.6% |
| Participant deferral / active EE | $2,651 | $7,990-66.8% | $8,070-67.2% | $4,647-43.0% |
| Admin fee / account holder | $121 | $337-64.0% | $12,998-99.1% | $430-71.8% |