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 9-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 TRUST COMPANY, LLC Service code 13 · EIN 84-1455663 8515 EAST ORCHARD RD · GREENWOOD VILIAGE, CO 80111 | Contract Administrator | $38,497 |
Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $31,779 |
BULTYNCK & CO., P.L.L.C.1 year Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $9,600 |
BENESYS, INC.7 years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $6,714 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LA SALLE ST STE 350 · CHICAGO, IL 60601 | Consulting | $5,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,114 | $92,971-84.8% | $96,683-85.4% | $74,419-81.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 15.25% | 37.49%-22.2pp | 35.69%-20.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,539 | $3,426-25.9% | $3,737-32.1% | $2,637-3.7% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $304 | $633-52.0% | $6,730-95.5% | $348-12.6% |