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 8-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 |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $40,004 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,674 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,023 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Contract Administrator | $6,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,469 | $86,944-5.1% | $107,525-23.3% | $74,304+11.0% |
| Participation rate | 75.6% | 59.6%+16.0pp | 75.1%+0.5pp | 60.3%+15.2pp |
| Annual return | 16.94% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $4,356 | $2,757+58.0% | $3,754+16.1% | $2,241+94.4% |
| Participant deferral / active EE | $8,596 | $3,554+141.9% | $5,116+68.0% | $3,767+128.2% |
| Admin fee / account holder | $406 | $3,727-89.1% | $8,919-95.4% | $2,969-86.3% |