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 | $85,515+59.3% | $112,040+21.6% | $67,986+100.3% |
| Participation rate | 96.1% | 68.2%+27.8pp | 76.5%+19.6pp | 57.2%+38.8pp |
| Annual return | 10.24% | 29.68%-19.4pp | 24.52%-14.3pp | 31.67%-21.4pp |
| Employer contribution / active EE | $684 | $2,191-68.8% | $2,954-76.8% | $2,019-66.1% |
| Participant deferral / active EE | $4,402 | $4,014+9.7% | $5,098-13.6% | $3,358+31.1% |
| Admin fee / account holder | $475 | $3,774-87.4% | $12,098-96.1% | $3,203-85.2% |