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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $235,454 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $133,800 |
Service code 27 P.O. BOX 35142 LB#271035 · SEATTLE, WA 981245142 | Advisory (Plan) | $60,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,683 | $145,877-71.4% | $150,045-72.2% | $102,872-59.5% |
| Participation rate | 47.8% | 79.8%-32.1pp | 82.3%-34.6pp | 73.0%-25.3pp |
| Annual return | 21.69% | 21.37%+0.3pp | 62.55%-40.9pp | 19.06%+2.6pp |
| Employer contribution / active EE | $1,529 | $4,710-67.5% | $4,693-67.4% | $3,526-56.6% |
| Participant deferral / active EE | $2,129 | $9,491-77.6% | $7,997-73.4% | $5,535-61.5% |
| Admin fee / account holder | $256 | $176+45.3% | $13,435-98.1% | $292-12.5% |