Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 28 EMPOWER INS. CO. OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82,358 |
Filed as: CARNOW AND ASSOCIATES LTD Service code 13 2201 WAUKEGAN ROAD · BANNOCKBURN, IL 60015 | Contract Administrator | $48,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,497 | $110,483+33.5% | $145,433+1.4% | $79,634+85.2% |
| Participation rate | 87.5% | 71.1%+16.4pp | 82.1%+5.4pp | 62.5%+25.0pp |
| Annual return | 18.40% | 24.62%-6.2pp | 66.58%-48.2pp | 36.46%-18.1pp |
| Employer contribution / active EE | $4,401 | $4,053+8.6% | $4,554-3.4% | $2,529+74.0% |
| Participant deferral / active EE | $11,180 | $7,216+54.9% | $7,897+41.6% | $3,835+191.6% |
| Admin fee / account holder | $756 | $680+11.2% | $13,129-94.2% | $1,002-24.5% |