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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,397 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Other Fees | $26,580 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,124 |
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 | $36,589 | $57,921-36.8% | $98,716-62.9% | $103,975-64.8% |
| Participation rate | 39.6% | 68.8%-29.1pp | 69.3%-29.7pp | 72.5%-32.9pp |
| Annual return | 15.04% | 13.15%+1.9pp | 31.81%-16.8pp | 19.41%-4.4pp |
| Employer contribution / active EE | $746 | $1,595-53.3% | $2,279-67.3% | $3,722-80.0% |
| Participant deferral / active EE | $1,240 | $2,573-51.8% | $4,048-69.4% | $5,343-76.8% |
| Admin fee / account holder | $165 | $324-49.0% | $8,703-98.1% | $332-50.3% |