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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,497 | $119,446+23.5% | $150,045-1.7% | $85,563+72.4% |
| Participation rate | 87.5% | 75.4%+12.1pp | 82.3%+5.2pp | 66.0%+21.5pp |
| Annual return | 18.40% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $4,401 | $4,078+7.9% | $4,693-6.2% | $2,654+65.9% |
| Participant deferral / active EE | $11,180 | $7,985+40.0% | $7,997+39.8% | $4,375+155.5% |
| Admin fee / account holder | $756 | $548+38.1% | $13,435-94.4% | $834-9.4% |