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 9-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 13 · EIN 91-1072394 | Contract Administrator | $2,175 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $1,617 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $112 |
Filed as: MML INSURANCE AGENCY Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
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 | $20,983 | $81,908-74.4% | $90,749-76.9% | $64,808-67.6% |
| Participation rate | 76.6% | 80.5%-3.8pp | 75.7%+0.9pp | 71.5%+5.2pp |
| Annual return | 46.69% | -12.53%+59.2pp | -12.16%+58.9pp | 32.82%+13.9pp |
| Employer contribution / active EE | $2,209 | $3,065-27.9% | $2,921-24.4% | $2,506-11.9% |
| Participant deferral / active EE | $4,234 | $4,840-12.5% | $4,564-7.2% | $4,310-1.8% |
| Admin fee / account holder | $47 | $157-69.9% | $8,445-99.4% | $188-74.8% |