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 |
|---|---|---|
Service code 27 835 COLEMAN BLVD · MT PLEASANT, SC 29464 | Advisory (Plan) | $36,169 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,637 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,335 |
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 | $62,740 | $60,323+4.0% | $81,812-23.3% | $74,495-15.8% |
| Participation rate | 84.5% | 62.9%+21.6pp | 72.3%+12.1pp | 67.2%+17.3pp |
| Annual return | 12.96% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,443 | $2,620+31.4% | $2,912+18.2% | $2,623+31.3% |
| Participant deferral / active EE | $4,158 | $3,387+22.8% | $4,319-3.7% | $4,346-4.3% |
| Admin fee / account holder | $352 | $1,486-76.3% | $7,386-95.2% | $1,942-81.9% |