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 7-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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $22,786 |
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Other Fees | $10,000 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $9,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,186 | $51,045+127.6% | $70,515+64.8% | $71,457+62.6% |
| Participation rate | 91.4% | 59.4%+32.0pp | 68.3%+23.0pp | 67.9%+23.4pp |
| Annual return | 15.22% | 42.63%-27.4pp | 32.77%-17.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $6,733 | $1,790+276.1% | $2,973+126.5% | $2,588+160.2% |
| Participant deferral / active EE | $7,768 | $3,026+156.7% | $4,567+70.1% | $4,289+81.1% |
| Admin fee / account holder | $340 | $1,994-82.9% | $6,412-94.7% | $1,587-78.6% |