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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $41,701 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,128 | $47,126-4.2% | $149,673-69.8% | $74,419-39.4% |
| Participation rate | 66.0% | 63.4%+2.6pp | 78.8%-12.8pp | 70.7%-4.7pp |
| Annual return | 15.04% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,686 | $1,905-11.5% | $4,818-65.0% | $2,637-36.1% |
| Participant deferral / active EE | $3,685 | $2,728+35.1% | $5,680-35.1% | $4,528-18.6% |
| Admin fee / account holder | $86 | $343-74.9% | $13,210-99.3% | $348-75.2% |