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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,648 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,255 |
NMC COMPANY1 year Service code 10 901 S UNION ST PO BOX 1127 · FOSTORIA, OH 44830 | Accounting | $9,500 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $9,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,470 | $79,171-33.7% | $102,423-48.8% | $74,495-29.6% |
| Participation rate | 11.5% | 74.8%-63.3pp | 76.5%-65.0pp | 67.2%-55.7pp |
| Annual return | 11.85% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,482 | $2,362+5.1% | $3,023-17.9% | $2,623-5.4% |
| Participant deferral / active EE | $4,142 | $4,415-6.2% | $5,053-18.0% | $4,346-4.7% |
| Admin fee / account holder | $341 | $2,001-83.0% | $9,451-96.4% | $1,942-82.4% |