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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $49,176 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $228,196 | $83,902+172.0% | $167,512+36.2% | $84,808+169.1% |
| Participation rate | 87.1% | 66.5%+20.6pp | 77.1%+10.0pp | 68.3%+18.8pp |
| Annual return | 12.60% | 91.55%-78.9pp | 1615.79%-1603.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,797 | $2,264-20.6% | $3,882-53.7% | $2,631-31.7% |
| Participant deferral / active EE | $10,849 | $4,442+144.2% | $6,405+69.4% | $4,212+157.6% |
| Admin fee / account holder | $460 | $7,915-94.2% | $9,769-95.3% | $7,344-93.7% |