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 CO Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,006 |
BENEFIT ADMINISTRATION, INC.8+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $30,086-100.0% | $61,373-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 52.6%-52.6pp | 71.5%-71.5pp |
| Annual return | -19.16% | -13.99%-5.2pp | 338.61%-357.8pp | 32.82%-52.0pp |
| Employer contribution / active EE | $597 | $536+11.3% | $1,159-48.5% | $2,506-76.2% |
| Participant deferral / active EE | $1,099 | $1,126-2.4% | $2,125-48.3% | $4,310-74.5% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |