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 5-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 | $54,098 |
MCF ADVISORS LLC3 years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $42,180 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $9,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,470 | $71,964+98.0% | $167,512-14.9% | $85,563+66.5% |
| Participation rate | 46.3% | 61.0%-14.6pp | 77.1%-30.7pp | 66.0%-19.6pp |
| Annual return | -10.12% | 18.83%-29.0pp | 1615.79%-1625.9pp | 31.51%-41.6pp |
| Employer contribution / active EE | $2,107 | $1,875+12.4% | $3,882-45.7% | $2,654-20.6% |
| Participant deferral / active EE | $4,240 | $4,110+3.2% | $6,405-33.8% | $4,375-3.1% |
| Admin fee / account holder | $418 | $815-48.8% | $9,769-95.7% | $834-49.9% |