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 |
|---|---|---|
Service code 99 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Other Fees | $132,476 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,470 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,407 | $91,372+37.2% | $129,995-3.5% | $74,419+68.5% |
| Participation rate | 99.5% | 77.8%+21.7pp | 78.5%+21.0pp | 70.7%+28.8pp |
| Annual return | 19.17% | 23.21%-4.0pp | -137.18%+156.3pp | 34.38%-15.2pp |
| Employer contribution / active EE | $7,768 | $2,563+203.0% | $4,320+79.8% | $2,637+194.5% |
| Participant deferral / active EE | $15,735 | $4,721+233.3% | $5,820+170.4% | $4,528+247.5% |
| Admin fee / account holder | $347 | $283+22.3% | $10,614-96.7% | $348-0.3% |