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 | $20,275 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,853 |
PREMIER BANK2 years Service code 27 601 CLINTON STREET · DEFIANCE, OH 43512 | Advisory (Plan) | $10,286 |
Service code 27 6910 N MAIN ST BLDG 16 UNIT 41 · GRANGER, IN 46530 | Advisory (Plan) | $2,949 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,163 | $54,517-24.5% | $75,972-45.8% | $74,495-44.7% |
| Participation rate | 70.7% | 60.3%+10.4pp | 69.1%+1.7pp | 67.2%+3.5pp |
| Annual return | 10.49% | 31.82%-21.3pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $178 | $1,777-90.0% | $2,685-93.4% | $2,623-93.2% |
| Participant deferral / active EE | $3,419 | $3,066+11.5% | $4,255-19.7% | $4,346-21.3% |
| Admin fee / account holder | $418 | $2,229-81.3% | $6,467-93.5% | $1,942-78.5% |