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 6-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 |
|---|---|---|
WIPFLI LLP2 years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $37,000 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,480 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $24,050 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,963 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 855 EAST ORCHARD ROAD · GREENWOOD VILLAAGE, CO 80111 | Investment Management | $2,427 |
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 | $87,540 | $72,607+20.6% | $90,749-3.5% | $66,914+30.8% |
| Participation rate | 96.0% | 73.7%+22.3pp | 75.7%+20.3pp | 69.8%+26.2pp |
| Annual return | -5.09% | -12.28%+7.2pp | -12.16%+7.1pp | 1.58%-6.7pp |
| Employer contribution / active EE | $1,175 | $2,369-50.4% | $2,921-59.8% | $2,544-53.8% |
| Participant deferral / active EE | $5,246 | $3,977+31.9% | $4,564+14.9% | $4,237+23.8% |
| Admin fee / account holder | $528 | $707-25.4% | $8,445-93.8% | $593-11.0% |