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 3-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,613 |
JAMES A. REICHERT2 years Filed as: JAMES D. COLLIER & CO Service code 27 · EIN 62-0632599 606 S. MENDENHALL RD. STE. 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $15,200 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,829 |
BURLEIGH CONSULTING GROUP3+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Contract Administrator | $12,640 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR Service code 99 ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $2,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,379 | $119,446-59.5% | $150,045-67.8% | $85,563-43.5% |
| Participation rate | 39.0% | 75.4%-36.5pp | 82.3%-43.4pp | 66.0%-27.0pp |
| Annual return | 22.35% | 23.72%-1.4pp | 62.55%-40.2pp | 31.51%-9.2pp |
| Employer contribution / active EE | $1,235 | $4,078-69.7% | $4,693-73.7% | $2,654-53.5% |
| Participant deferral / active EE | $2,170 | $7,985-72.8% | $7,997-72.9% | $4,375-50.4% |
| Admin fee / account holder | $402 | $548-26.6% | $13,435-97.0% | $834-51.8% |