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 |
|---|---|---|
Service code 99 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Other Fees | $31,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,857 | $104,607-12.2% | $96,544-4.9% | - |
| Participation rate | 100.0% | 76.2%+23.8pp | 76.0%+24.0pp | - |
| Annual return | 16.18% | 9.56%+6.6pp | 25.84%-9.7pp | - |
| Employer contribution / active EE | $4,115 | $2,147+91.7% | $2,965+38.8% | - |
| Participant deferral / active EE | $8,177 | $4,312+89.6% | $4,851+68.6% | - |
| Admin fee / account holder | $312 | $45,340-99.3% | $8,252-96.2% | - |