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 9-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 | $95,482 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $12,278 |
SEYFARTH SHAW LLP9+ years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $12,204 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 99 200 W ST · NEW YORK, NY 10282 | Other Fees | $4,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,262 | $66,457-10.8% | $81,382-27.2% | $77,643-23.7% |
| Participation rate | 61.7% | 68.7%-7.1pp | 69.5%-7.8pp | 70.6%-8.9pp |
| Annual return | 10.16% | 15.93%-5.8pp | 24.73%-14.6pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,954 | $2,159-9.5% | $2,463-20.7% | $2,726-28.3% |
| Participant deferral / active EE | $2,453 | $3,679-33.3% | $3,883-36.8% | $4,647-47.2% |
| Admin fee / account holder | $194 | $583-66.7% | $5,768-96.6% | $430-54.9% |