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 |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MGMT GRP LLC Service code 27 5850 VENTURE DR., STE A · DUBLIN, OH 43017 | Advisory (Plan) | $25,713 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,609 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,874 |
Filed as: CLARK SCHAEFER HACKET & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $850 |
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 | $79,349 | $72,607+9.3% | $90,749-12.6% | $66,914+18.6% |
| Participation rate | 71.9% | 73.7%-1.8pp | 75.7%-3.8pp | 69.8%+2.1pp |
| Annual return | -16.97% | -12.28%-4.7pp | -12.16%-4.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,558 | $3,977-10.5% | $4,564-22.0% | $4,237-16.0% |
| Admin fee / account holder | $363 | $707-48.7% | $8,445-95.7% | $593-38.8% |