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 BLAIR11+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $128,917 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,315 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,668 | $100,923+48.3% | $150,045-0.3% | $74,304+101.4% |
| Participation rate | 86.8% | 70.1%+16.7pp | 82.3%+4.5pp | 60.3%+26.5pp |
| Annual return | 15.30% | 51.77%-36.5pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,256 | $3,463-34.9% | $4,693-51.9% | $2,241+0.6% |
| Participant deferral / active EE | $10,909 | $6,709+62.6% | $7,997+36.4% | $3,767+189.6% |
| Admin fee / account holder | $555 | $2,767-79.9% | $13,435-95.9% | $2,969-81.3% |