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 · EIN 84-0467907 | Recordkeeping Fees | $33,918 |
Filed as: COMMON WEALTH EQUITY SERVICES LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,000 |
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 | $73,873 | $64,119+15.2% | $112,228-34.2% | $66,914+10.4% |
| Participation rate | 65.7% | 68.5%-2.8pp | 75.1%-9.3pp | 69.8%-4.1pp |
| Annual return | -17.80% | -13.81%-4.0pp | 27.45%-45.3pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,163 | $3,005-61.3% | $3,635-68.0% | $2,544-54.3% |
| Participant deferral / active EE | $5,997 | $3,693+62.4% | $4,728+26.8% | $4,237+41.5% |
| Admin fee / account holder | $260 | $625-58.4% | $6,410-95.9% | $593-56.1% |