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 | $30,326 |
USI CONSULTING GROUP9+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $19,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,098 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,771 | $99,078-84.1% | $96,544-83.7% | $74,419-78.8% |
| Participation rate | 82.3% | 80.7%+1.6pp | 76.0%+6.3pp | 70.7%+11.5pp |
| Annual return | 21.08% | 22.48%-1.4pp | 25.84%-4.8pp | 34.38%-13.3pp |
| Employer contribution / active EE | $1,200 | $2,570-53.3% | $2,965-59.5% | $2,637-54.5% |
| Participant deferral / active EE | $3,003 | $4,933-39.1% | $4,851-38.1% | $4,528-33.7% |
| Admin fee / account holder | $72 | $225-67.9% | $8,252-99.1% | $348-79.3% |