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 ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $3,752 |
NBT BANCORP NA1 year Filed as: NBT BANK DBA TPA EXPERTS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $2,307 |
Filed as: EMPOWER FINANCIAL SERVICES Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,781 | $49,915+450.5% | $154,803+77.5% | $74,304+269.8% |
| Participation rate | 3.6% | 54.0%-50.3pp | 78.1%-74.5pp | 60.3%-56.7pp |
| Annual return | -62.13% | 34.06%-96.2pp | 58.88%-121.0pp | 29.43%-91.6pp |
| Employer contribution / active EE | $8,185 | $1,611+408.0% | $4,305+90.1% | $2,241+265.2% |
| Participant deferral / active EE | $1,938 | $2,255-14.0% | $5,540-65.0% | $3,767-48.6% |
| Admin fee / account holder | $93 | $2,189-95.8% | $14,329-99.4% | $2,969-96.9% |