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 8-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 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $53,980 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $51,577 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,643 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,572 |
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 | $45,703 | $45,031+1.5% | $85,009-46.2% | $77,671-41.2% |
| Participation rate | 89.3% | 48.7%+40.6pp | 67.5%+21.7pp | 70.6%+18.7pp |
| Annual return | 13.67% | 79.22%-65.5pp | 66.47%-52.8pp | 31.21%-17.5pp |
| Employer contribution / active EE | $1,138 | $1,609-29.3% | $2,728-58.3% | $2,726-58.3% |
| Participant deferral / active EE | $5,552 | $2,807+97.7% | $4,522+22.8% | $4,648+19.4% |
| Admin fee / account holder | $391 | $912-57.1% | $6,153-93.6% | $430-9.0% |