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 | $33,074 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,237 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $861 |
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 | $103,133 | $79,171+30.3% | $102,423+0.7% | $74,495+38.4% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 13.64% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,005 | $2,362+69.5% | $3,023+32.5% | $2,623+52.7% |
| Participant deferral / active EE | $8,723 | $4,415+97.6% | $5,053+72.6% | $4,346+100.7% |
| Admin fee / account holder | $332 | $2,001-83.4% | $9,451-96.5% | $1,942-82.9% |