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 | $137,494 |
AON CONSULTING5+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $36,996 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,220 |
MILLER COOPER & CO LTD3 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $20,081 | $112,623-82.2% | $106,213-81.1% | $199,593-89.9% |
| Participation rate | 62.5% | 86.2%-23.8pp | 75.3%-12.8pp | 72.0%-9.5pp |
| Annual return | 23.39% | 15.57%+7.8pp | 116.14%-92.8pp | 34.25%-10.9pp |
| Employer contribution / active EE | $936 | $4,575-79.5% | $3,171-70.5% | $3,034-69.1% |
| Participant deferral / active EE | $1,106 | $6,659-83.4% | $5,016-78.0% | $5,087-78.3% |
| Admin fee / account holder | $102 | $107-4.8% | $11,033-99.1% | $269-62.1% |