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 | $56,563 |
USI CONSULTING GROUP11+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $24,975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,935 |
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 | $23,210 | $98,727-76.5% | $113,168-79.5% | $85,563-72.9% |
| Participation rate | 85.1% | 80.8%+4.3pp | 76.6%+8.6pp | 66.0%+19.2pp |
| Annual return | 14.71% | 17.43%-2.7pp | 24.27%-9.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,124 | $2,907-61.3% | $2,975-62.2% | $2,654-57.6% |
| Participant deferral / active EE | $3,149 | $5,424-42.0% | $5,107-38.3% | $4,375-28.0% |
| Admin fee / account holder | $142 | $357-60.1% | $12,068-98.8% | $834-82.9% |