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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $236,069 |
AON CONSULTING6+ years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $46,110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,314 |
MILLER COOPER & CO LTD4 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $12,000 |
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 | $21,004 | $123,077-82.9% | $116,228-81.9% | $102,872-79.6% |
| Participation rate | 82.1% | 87.0%-4.9pp | 74.6%+7.5pp | 73.0%+9.0pp |
| Annual return | 38.73% | 15.84%+22.9pp | 90.06%-51.3pp | 19.06%+19.7pp |
| Employer contribution / active EE | $1,443 | $4,380-67.1% | $2,994-51.8% | $3,526-59.1% |
| Participant deferral / active EE | $1,653 | $6,746-75.5% | $4,953-66.6% | $5,535-70.1% |
| Admin fee / account holder | $98 | $115-14.9% | $11,989-99.2% | $292-66.4% |