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 | $193,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,680 |
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 | $154,831 | $89,436+73.1% | $164,813-6.1% | $77,643+99.4% |
| Participation rate | 99.2% | 78.6%+20.6pp | 78.6%+20.6pp | 70.6%+28.6pp |
| Annual return | 49.10% | 28.83%+20.3pp | 69.93%-20.8pp | 31.24%+17.9pp |
| Employer contribution / active EE | $8,232 | $2,569+220.5% | $4,341+89.6% | $2,726+202.0% |
| Participant deferral / active EE | $16,170 | $4,897+230.2% | $6,031+168.1% | $4,647+247.9% |
| Admin fee / account holder | $421 | $339+24.0% | $12,690-96.7% | $430-2.2% |