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 6-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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,962 |
AON CONSULTING3+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $51,748 |
MILLER COOPER & CO LTD1 year Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,723 | $81,908-67.4% | $90,749-70.6% | $64,808-58.8% |
| Participation rate | 76.0% | 80.5%-4.5pp | 75.7%+0.3pp | 71.5%+4.5pp |
| Annual return | -17.01% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,192 | $3,065-61.1% | $2,921-59.2% | $2,506-52.4% |
| Participant deferral / active EE | $1,581 | $4,840-67.3% | $4,564-65.4% | $4,310-63.3% |
| Admin fee / account holder | $192 | $157+22.2% | $8,445-97.7% | $188+2.3% |