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 |
|---|---|---|
AMARILLO NATIONAL BANK5 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $33,153 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,627 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,286 | $62,409+67.1% | $120,368-13.4% | $74,546+39.9% |
| Participation rate | 60.3% | 56.8%+3.5pp | 71.9%-11.6pp | 67.2%-6.9pp |
| Annual return | 12.26% | 18.62%-6.4pp | 107.26%-95.0pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $3,226 | $1,847+74.7% | $3,465-6.9% | $2,624+22.9% |
| Participant deferral / active EE | $6,423 | $2,888+122.4% | $4,991+28.7% | $4,347+47.7% |
| Admin fee / account holder | $415 | $2,394-82.7% | $9,429-95.6% | $1,944-78.7% |