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 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $106,327 |
WESBANCO BANK INC1 year Service code 99 1 BANK PLAZA · WHEELING, WV 26003 | Other Fees | $21,289 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,408 |
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 | $347,194 | $81,460+326.2% | $103,333+236.0% | $80,856+329.4% |
| Participation rate | 88.0% | 66.8%+21.1pp | 74.5%+13.4pp | 67.6%+20.3pp |
| Annual return | 8.90% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $13,122 | $3,105+322.6% | $3,868+239.3% | $2,755+376.3% |
| Participant deferral / active EE | $6,846 | $3,869+77.0% | $5,057+35.4% | $4,296+59.4% |
| Admin fee / account holder | $1,574 | $6,566-76.0% | $8,355-81.2% | $6,918-77.3% |