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) | $24,936 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,499 |
Filed as: CLARK SCHAEFER HACKET & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $4,522 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,325 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,309 | $71,516+24.9% | $98,439-9.3% | $71,457+25.0% |
| Participation rate | 68.5% | 72.7%-4.2pp | 75.2%-6.7pp | 67.9%+0.5pp |
| Annual return | 18.85% | 32.41%-13.6pp | 21.16%-2.3pp | 28.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,194 | $4,109+2.1% | $4,738-11.5% | $4,289-2.2% |
| Admin fee / account holder | $359 | $1,675-78.5% | $8,948-96.0% | $1,587-77.4% |