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 · EIN 84-0467907 | Recordkeeping | $619,139 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 27 200 W ST · NEW YORK, NY 10282 | Advisory (Plan) | $49,594 |
SEYFARTH SHAW LLP9 years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $46,802 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $4,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,679 | $76,173+16.4% | $81,382+9.0% | $199,593-55.6% |
| Participation rate | 68.3% | 76.3%-7.9pp | 69.5%-1.2pp | 72.0%-3.6pp |
| Annual return | 12.72% | 15.59%-2.9pp | 24.73%-12.0pp | 34.25%-21.5pp |
| Employer contribution / active EE | $2,716 | $2,792-2.7% | $2,463+10.3% | $3,034-10.5% |
| Participant deferral / active EE | $4,289 | $4,201+2.1% | $3,883+10.5% | $5,087-15.7% |
| Admin fee / account holder | $161 | $146+9.9% | $5,768-97.2% | $269-40.3% |