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 |
|---|---|---|
Service code 27 · EIN 41-0973005 | Advisory (Plan) | $19,250 |
PENSION PLAN SPECIALISTS, PC2 years Service code 10 · EIN 26-1570786 | Accounting | $8,904 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,318 |
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 | $58,705 | $62,327-5.8% | $120,354-51.2% | $74,495-21.2% |
| Participation rate | 60.6% | 56.8%+3.8pp | 71.9%-11.3pp | 67.2%-6.6pp |
| Annual return | 8.75% | 18.61%-9.9pp | 107.15%-98.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $1,454 | $1,843-21.1% | $3,463-58.0% | $2,623-44.6% |
| Participant deferral / active EE | $3,262 | $2,893+12.8% | $4,991-34.6% | $4,346-24.9% |
| Admin fee / account holder | $278 | $2,396-88.4% | $9,423-97.0% | $1,942-85.7% |