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 6-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 |
|---|---|---|
MCF ADVISORS LLC6+ years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $121,009 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,854 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,346 | $139,767-64.7% | $153,485-67.8% | $199,593-75.3% |
| Participation rate | 94.7% | 85.1%+9.6pp | 77.1%+17.6pp | 72.0%+22.7pp |
| Annual return | 14.71% | 20.59%-5.9pp | 15.65%-0.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,581 | $6,517-45.1% | $5,039-28.9% | $3,034+18.0% |
| Participant deferral / active EE | $5,280 | $8,055-34.4% | $6,757-21.9% | $5,087+3.8% |
| Admin fee / account holder | $95 | $98-3.3% | $12,724-99.3% | $269-64.8% |