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 9-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 27 600 VINE ST · CINCINNATI, OH 45202 | Advisory (Plan) | $32,960 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,361 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $4,936 |
Filed as: EMPOWER ADVISOR GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,019 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,923 | $88,890-33.7% | $102,423-42.5% | $77,643-24.1% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.0pp |
| Annual return | 11.46% | 24.98%-13.5pp | 29.32%-17.9pp | 31.24%-19.8pp |
| Employer contribution / active EE | $993 | $2,698-63.2% | $3,023-67.1% | $2,726-63.6% |
| Participant deferral / active EE | $3,241 | $5,145-37.0% | $5,053-35.9% | $4,647-30.3% |
| Admin fee / account holder | $120 | $235-49.1% | $9,451-98.7% | $430-72.1% |