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 BLAIR9+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $105,046 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,974 |
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.)
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 | $102,214 | $91,407+11.8% | $135,903-24.8% | $71,457+43.0% |
| Participation rate | 85.0% | 75.7%+9.3pp | 81.9%+3.1pp | 67.9%+17.0pp |
| Annual return | 14.33% | 29.90%-15.6pp | 68.23%-53.9pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,420 | $3,703-34.7% | $4,856-50.2% | $2,588-6.5% |
| Participant deferral / active EE | $10,861 | $7,092+53.1% | $7,758+40.0% | $4,289+153.2% |
| Admin fee / account holder | $515 | $1,266-59.3% | $10,762-95.2% | $1,587-67.6% |