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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $59,941 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $10,352 |
SEYFARTH SHAW LLP10+ years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $9,997 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $3,684 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,414 | $66,457+1.4% | $81,382-17.2% | $77,643-13.2% |
| Participation rate | 70.6% | 68.7%+1.8pp | 69.5%+1.1pp | 70.6%0pp |
| Annual return | 8.22% | 15.93%-7.7pp | 24.73%-16.5pp | 31.24%-23.0pp |
| Employer contribution / active EE | $1,136 | $2,159-47.4% | $2,463-53.9% | $2,726-58.3% |
| Participant deferral / active EE | $2,502 | $3,679-32.0% | $3,883-35.6% | $4,647-46.2% |
| Admin fee / account holder | $183 | $583-68.5% | $5,768-96.8% | $430-57.4% |