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 9-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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,032 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $13,507 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $8,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,294 | $76,050+83.2% | $96,544+44.3% | $71,457+94.9% |
| Participation rate | 69.4% | 74.4%-5.0pp | 76.0%-6.5pp | 67.9%+1.5pp |
| Annual return | 23.80% | 22.81%+1.0pp | 25.84%-2.0pp | 28.85%-5.0pp |
| Employer contribution / active EE | $1,235 | $2,244-45.0% | $2,965-58.3% | $2,588-52.3% |
| Participant deferral / active EE | $3,279 | $4,215-22.2% | $4,851-32.4% | $4,289-23.5% |
| Admin fee / account holder | $281 | $2,707-89.6% | $8,252-96.6% | $1,587-82.3% |