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 |
|---|---|---|
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $81,073 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65,903 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,658 | $73,102+13.1% | $123,544-33.1% | $56,287+46.9% |
| Participation rate | 83.2% | 74.3%+8.9pp | 82.3%+0.9pp | 69.9%+13.3pp |
| Annual return | -3.08% | 3.01%-6.1pp | 119.20%-122.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,364 | $2,977-54.2% | $4,628-70.5% | $2,111-35.4% |
| Participant deferral / active EE | $8,156 | $5,423+50.4% | $6,426+26.9% | $3,350+143.5% |
| Admin fee / account holder | $395 | $554-28.6% | $9,284-95.7% | $521-24.1% |