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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $291,258 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $259,977 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $100,402 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $49,217 |
MILLER JOHNSON4 years Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 250 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Legal | $31,635 |
Service code 16 · EIN 34-1820650 | Consulting | $2,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,317 | $128,899+105.8% | $113,168+134.4% | $102,872+157.9% |
| Participation rate | 98.5% | 87.0%+11.4pp | 76.6%+21.9pp | 73.0%+25.4pp |
| Annual return | 10.91% | 15.88%-5.0pp | 24.27%-13.4pp | 19.06%-8.2pp |
| Employer contribution / active EE | $10,545 | $3,713+184.0% | $2,975+254.4% | $3,526+199.0% |
| Participant deferral / active EE | $10,690 | $6,787+57.5% | $5,107+109.3% | $5,535+93.1% |
| Admin fee / account holder | $123 | $129-5.1% | $12,068-99.0% | $292-58.0% |