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: CLARKE INS AGENCY INC Service code 27 211 HIGH ST · MOUNT HOLLY, NJ 080601403 | Advisory (Plan) | $39,515 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,135 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.)
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 | $306,014 | $102,317+199.1% | $146,958+108.2% | $80,856+278.5% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 9.77% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $8,247 | $3,713+122.1% | $4,933+67.2% | $2,755+199.4% |
| Participant deferral / active EE | $6,144 | $6,644-7.5% | $8,070-23.9% | $4,296+43.0% |
| Admin fee / account holder | $309 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |