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 |
|---|---|---|
HORAN SECURITIES INC2 years Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $41,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,201 |
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 | $49,721 | $129,095-61.5% | $184,200-73.0% | $77,671-36.0% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 13.09% | 33.29%-20.2pp | 28.80%-15.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,218 | $4,410-49.7% | $6,424-65.5% | $2,726-18.7% |
| Participant deferral / active EE | $4,820 | $7,300-34.0% | $9,132-47.2% | $4,648+3.7% |
| Admin fee / account holder | $70 | $256-72.5% | $13,907-99.5% | $430-83.6% |