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 9-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 |
|---|---|---|
SCS2 years Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $37,660 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,327 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,751 | $57,739-17.3% | $112,229-57.5% | $74,419-35.8% |
| Participation rate | 33.2% | 55.6%-22.4pp | 72.4%-39.3pp | 70.7%-37.6pp |
| Annual return | 18.10% | 19.52%-1.4pp | 30.20%-12.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $838 | $1,675-50.0% | $3,430-75.6% | $2,637-68.2% |
| Participant deferral / active EE | $1,653 | $2,891-42.8% | $4,798-65.5% | $4,528-63.5% |
| Admin fee / account holder | $184 | $462-60.1% | $7,748-97.6% | $348-47.0% |