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) | $27,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,580 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,646 | $122,239+25.7% | $184,203-16.6% | $74,495+106.3% |
| Participation rate | 89.3% | 85.5%+3.8pp | 86.8%+2.5pp | 67.2%+22.1pp |
| Annual return | 12.44% | 19.95%-7.5pp | 28.81%-16.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,998 | $4,537-11.9% | $6,427-37.8% | $2,623+52.4% |
| Participant deferral / active EE | $3,582 | $7,139-49.8% | $9,131-60.8% | $4,346-17.6% |
| Admin fee / account holder | $500 | $1,260-60.3% | $13,901-96.4% | $1,942-74.3% |