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 BLAIR8+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $105,355 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,294 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $91,186 | $82,202+10.9% | $125,339-27.2% | $64,808+40.7% |
| Participation rate | 78.4% | 77.9%+0.5pp | 82.4%-4.0pp | 71.5%+6.9pp |
| Annual return | -15.80% | 3.48%-19.3pp | 572.05%-587.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,413 | $3,615-60.9% | $4,814-70.6% | $2,506-43.6% |
| Participant deferral / active EE | $8,606 | $7,175+19.9% | $7,446+15.6% | $4,310+99.7% |
| Admin fee / account holder | $393 | $163+140.8% | $10,010-96.1% | $188+109.3% |