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 BLAIR10+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $120,371 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,555 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,664 | $101,317+16.1% | $146,958-19.9% | $74,495+57.9% |
| Participation rate | 86.9% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.7pp |
| Annual return | 12.32% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,366 | $3,810-37.9% | $4,933-52.0% | $2,623-9.8% |
| Participant deferral / active EE | $11,430 | $7,303+56.5% | $8,070+41.6% | $4,346+163.0% |
| Admin fee / account holder | $435 | $1,739-75.0% | $12,998-96.7% | $1,942-77.6% |