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 | $72,923 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,094 |
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 | $50,180 | $50,815-1.2% | $155,509-67.7% | $77,643-35.4% |
| Participation rate | 68.1% | 63.1%+5.0pp | 78.2%-10.1pp | 70.6%-2.5pp |
| Annual return | 11.64% | 34.80%-23.2pp | 64.67%-53.0pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,843 | $1,993-7.5% | $4,672-60.5% | $2,726-32.4% |
| Participant deferral / active EE | $3,648 | $2,822+29.3% | $5,626-35.2% | $4,647-21.5% |
| Admin fee / account holder | $149 | $437-66.0% | $15,912-99.1% | $430-65.5% |