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 | $37,799 |
USI CONSULTING GROUP10+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $24,263 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,408 |
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 | $16,999 | $88,890-80.9% | $102,423-83.4% | $77,643-78.1% |
| Participation rate | 82.8% | 80.9%+1.9pp | 76.5%+6.3pp | 70.6%+12.2pp |
| Annual return | 13.08% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,200 | $2,698-55.5% | $3,023-60.3% | $2,726-56.0% |
| Participant deferral / active EE | $2,996 | $5,145-41.8% | $5,053-40.7% | $4,647-35.5% |
| Admin fee / account holder | $83 | $235-64.7% | $9,451-99.1% | $430-80.7% |