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 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $61,882 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,865 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,174 | $88,890-15.4% | $102,423-26.6% | $77,643-3.2% |
| Participation rate | 91.7% | 80.9%+10.8pp | 76.5%+15.2pp | 70.6%+21.1pp |
| Annual return | 13.07% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,794 | $2,698+3.6% | $3,023-7.6% | $2,726+2.5% |
| Participant deferral / active EE | $5,555 | $5,145+8.0% | $5,053+9.9% | $4,647+19.5% |
| Admin fee / account holder | $213 | $235-9.6% | $9,451-97.7% | $430-50.6% |