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 |
|---|---|---|
MITCHELL & TITUS, LLP5 years Filed as: MITCHELL & TITUS LLP Service code 10 ONE BATTERY PARK PLAZA 27TH FL · NEW YORK, NY 10004 | Accounting | $28,875 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Investment Management | $18,163 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,695 |
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 | $38,318 | $48,335-20.7% | $121,098-68.4% | $71,457-46.4% |
| Participation rate | 69.7% | 54.3%+15.5pp | 69.5%+0.3pp | 67.9%+1.8pp |
| Annual return | 8.87% | 23.32%-14.5pp | 985.75%-976.9pp | 28.85%-20.0pp |
| Employer contribution / active EE | $1,203 | $1,489-19.2% | $4,164-71.1% | $2,588-53.5% |
| Participant deferral / active EE | $3,452 | $2,754+25.3% | $4,080-15.4% | $4,289-19.5% |
| Admin fee / account holder | $407 | $1,841-77.9% | $5,644-92.8% | $1,587-74.4% |