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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140,410 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $130,647 |
FIRST MERCHANTS TRUST CO3 years Filed as: FIRST MERCHANTS BANK Service code 27 PO BOX 1467 · MUNCIE, IN 47308 | Advisory (Plan) | $69,813 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $52,509 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST LOUIS ST., STE 200 · SPRINGFIELD, MO 658011190 | Accounting | $21,027 |
Service code 99 1801 CALIFORNIA STSREET · DENVER, CA 80202 | Other Fees | $8,613 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,767 | $84,000-43.1% | $119,609-60.1% | $77,904-38.7% |
| Participation rate | 54.4% | 77.8%-23.5pp | 79.3%-24.9pp | 73.7%-19.3pp |
| Annual return | -14.46% | -11.59%-2.9pp | -14.97%+0.5pp | 12.21%-26.7pp |
| Employer contribution / active EE | $1,212 | $2,907-58.3% | $4,232-71.4% | $2,848-57.4% |
| Participant deferral / active EE | $2,508 | $4,705-46.7% | $5,602-55.2% | $4,806-47.8% |
| Admin fee / account holder | $641 | $116+453.5% | $10,323-93.8% | $133+383.6% |