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 LLP3 years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $35,200 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $32,640 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,510 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 855 EAST ORCHARD ROAD · GREENWOOD VILLAAGE, CO 80111 | Investment Management | $2,889 |
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 | $128,133 | $71,516+79.2% | $98,439+30.2% | $71,457+79.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 32.12% | 32.41%-0.3pp | 21.16%+11.0pp | 28.85%+3.3pp |
| Employer contribution / active EE | $1,264 | $2,399-47.3% | $3,048-58.5% | $2,588-51.2% |
| Participant deferral / active EE | $5,876 | $4,109+43.0% | $4,738+24.0% | $4,289+37.0% |
| Admin fee / account holder | $476 | $1,675-71.6% | $8,948-94.7% | $1,587-70.0% |