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: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,390 |
CAMPBELL TAYLOR WASHBURN5 years Filed as: H K CAMPBELL & COMPANY Service code 10 2011 MADISON ROAD · CINCINNATI, OH 45208 | Accounting | $9,630 |
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 | $54,203 | $71,883-24.6% | $86,677-37.5% | $68,494-20.9% |
| Participation rate | 91.8% | 72.2%+19.5pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -13.65% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $664 | $2,173-69.4% | $2,836-76.6% | $2,596-74.4% |
| Participant deferral / active EE | $4,098 | $3,779+8.5% | $4,656-12.0% | $4,027+1.8% |
| Admin fee / account holder | $419 | $6,112-93.1% | $7,493-94.4% | $5,403-92.2% |