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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $27,951 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,824 |
BARTON WALTER & KRIER PC2 years Filed as: BARTON MINES COMPANY LLC DBA BARTON Service code 99 6 WARREN ST · GLENS FALLS, NY 12801 | Other Fees | $20,065 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
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 | $196,378 | $72,137+172.2% | $142,449+37.9% | $71,457+174.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 12.69% | 21.15%-8.5pp | 19.99%-7.3pp | 28.85%-16.2pp |
| Employer contribution / active EE | $5,157 | $3,793+36.0% | $4,847+6.4% | $2,588+99.3% |
| Participant deferral / active EE | $8,818 | $5,280+67.0% | $6,283+40.3% | $4,289+105.6% |
| Admin fee / account holder | $391 | $1,433-72.7% | $10,011-96.1% | $1,587-75.3% |