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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,445 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,114 |
BAS PARTNERS7 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,200 |
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,836 | $41,078-63.9% | $80,569-81.6% | $71,457-79.2% |
| Participation rate | 51.7% | 50.2%+1.5pp | 67.0%-15.3pp | 67.9%-16.2pp |
| Annual return | 24.47% | 38.45%-14.0pp | 935.43%-911.0pp | 28.85%-4.4pp |
| Employer contribution / active EE | $35 | $1,506-97.7% | $2,723-98.7% | $2,588-98.7% |
| Participant deferral / active EE | $2,701 | $2,699+0.1% | $4,447-39.3% | $4,289-37.0% |
| Admin fee / account holder | $78 | $1,840-95.8% | $5,377-98.5% | $1,587-95.1% |