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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 13 910 E ST LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 658011190 | Contract Administrator | $49,942 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $46,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,466 |
Filed as: GWFS EQUITIES INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $10 |
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 | $151,908 | $86,655+75.3% | $119,609+27.0% | $66,914+127.0% |
| Participation rate | 76.2% | 75.6%+0.6pp | 79.3%-3.1pp | 69.8%+6.4pp |
| Annual return | -15.62% | -8.00%-7.6pp | -14.97%-0.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $5,670 | $2,536+123.6% | $4,232+34.0% | $2,544+122.8% |
| Participant deferral / active EE | $4,333 | $4,358-0.6% | $5,602-22.7% | $4,237+2.3% |
| Admin fee / account holder | $517 | $755-31.4% | $10,323-95.0% | $593-12.8% |