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 INSURANCE ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,894 |
Filed as: ONE DIGITAL INVESTMENT ADFVISORS LL Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $22,276 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,111 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 99 PO BOX 737844 · DALLAS, TX 75373 | Other Fees | $11,750 |
MARQUIS PENSION, LLC2 years Filed as: MARQUIS PENSION LLC Service code 13 PO BOX 293 · SOUTHBURY, CT 06488 | Contract Administrator | $9,136 |
VESTGEN ADVISORS LLC1 year Service code 27 1 N FRANKLIN ST · CHICAGO, IL 60606 | Advisory (Plan) | $5,377 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $0 |
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.
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 | $24,907 | $119,446-79.1% | $150,045-83.4% | $85,563-70.9% |
| Participation rate | 49.0% | 75.4%-26.4pp | 82.3%-33.3pp | 66.0%-16.9pp |
| Annual return | 19.42% | 23.72%-4.3pp | 62.55%-43.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $898 | $4,078-78.0% | $4,693-80.9% | $2,654-66.1% |
| Participant deferral / active EE | $2,092 | $7,985-73.8% | $7,997-73.8% | $4,375-52.2% |
| Admin fee / account holder | $218 | $548-60.2% | $13,435-98.4% | $834-73.9% |