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 |
|---|---|---|
Service code 27 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Plan) | $29,968 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,866 |
BOYUM & BARENSCHEER PLLP1 year Service code 10 3050 METRO DRIVE STE 200 · MINNEAPOLIS, MN 55425 | Accounting | $7,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,153 | $20,316+412.7% | $66,042+57.7% | $74,304+40.2% |
| Participation rate | 44.0% | 62.8%-18.8pp | 67.5%-23.5pp | 60.3%-16.4pp |
| Annual return | 12.86% | 28.10%-15.2pp | 52.11%-39.2pp | 29.43%-16.6pp |
| Employer contribution / active EE | $760 | $745+2.1% | $1,579-51.8% | $2,241-66.1% |
| Participant deferral / active EE | $3,131 | $1,615+93.9% | $2,835+10.4% | $3,767-16.9% |
| Admin fee / account holder | $402 | $1,668-75.9% | $5,747-93.0% | $2,969-86.4% |