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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $170,362 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140,332 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $63,643 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW GRAND RAPIDS PLLC DBA Service code 99 56 GRANDVILLE AVE SW STE 100 · GRAND RAPIDS, MI 49503 | Other Fees | $12,000 |
BEENE GARTER LLP1 year Service code 99 56 GRANDVILLE AVE SW SUITE 100 · GRAND RAPIDS, MI 49503 | Other Fees | $2,500 |
Filed as: SCHWAB, INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,065 | $30,302+19.0% | $58,482-38.3% | $103,482-65.1% |
| Participation rate | 14.5% | 29.5%-15.1pp | 50.9%-36.4pp | 73.3%-58.8pp |
| Annual return | 14.33% | 19.69%-5.4pp | 4239.32%-4225.0pp | 33.11%-18.8pp |
| Employer contribution / active EE | $390 | $512-23.8% | $1,053-62.9% | $3,208-87.8% |
| Participant deferral / active EE | $777 | $1,170-33.6% | $1,924-59.6% | $5,207-85.1% |
| Admin fee / account holder | $195 | $109+79.4% | $2,516-92.2% | $114+70.9% |