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 10-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,881 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 | Other Commissions | $7,353 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $6,435 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $194 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,474 | $22,587+65.9% | $65,255-42.6% | $75,163-50.1% |
| Participation rate | 46.4% | 63.1%-16.7pp | 65.0%-18.6pp | 67.2%-20.8pp |
| Annual return | 9.39% | 71.03%-61.6pp | 47.35%-38.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $333 | $941-64.6% | $1,691-80.3% | $2,670-87.5% |
| Participant deferral / active EE | $1,883 | $1,695+11.1% | $2,831-33.5% | $4,125-54.3% |
| Admin fee / account holder | $262 | $1,876-86.0% | $4,112-93.6% | $5,651-95.4% |