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 27 · EIN 82-4516448 5968 BRIDGETOWN ROAD · CINCINNATI, OH 45248 | Advisory (Plan) | $22,171 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
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 | $151,509 | $130,194+16.4% | $169,993-10.9% | $71,457+112.0% |
| Participation rate | 93.6% | 86.1%+7.4pp | 87.0%+6.6pp | 67.9%+25.7pp |
| Annual return | 22.28% | 20.37%+1.9pp | 53.37%-31.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $4,128 | $4,381-5.8% | $6,785-39.2% | $2,588+59.5% |
| Participant deferral / active EE | $4,164 | $6,923-39.9% | $10,408-60.0% | $4,289-2.9% |
| Admin fee / account holder | $399 | $966-58.7% | $12,815-96.9% | $1,587-74.9% |