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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,665 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $28,216 |
ACTIUM LLC10+ years Service code 27 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $12,432 |
BEMANAGED2 years Filed as: BEMANAGED FINANCIAL SERVICES INC Service code 27 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $12,212 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,189 | $87,870+55.0% | $113,168+20.3% | $74,304+83.3% |
| Participation rate | 96.1% | 70.7%+25.3pp | 76.6%+19.5pp | 60.3%+35.7pp |
| Annual return | 10.24% | 26.44%-16.2pp | 24.27%-14.0pp | 29.43%-19.2pp |
| Employer contribution / active EE | $684 | $2,277-70.0% | $2,975-77.0% | $2,241-69.5% |
| Participant deferral / active EE | $4,402 | $4,241+3.8% | $5,107-13.8% | $3,767+16.9% |
| Admin fee / account holder | $475 | $3,368-85.9% | $12,068-96.1% | $2,969-84.0% |