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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,101 |
SIGMA FINANCIAL CORPORATION3 years Filed as: SIGMA PLANNING CORPORATION Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $28,463 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,639 | $82,978+20.1% | $129,995-23.4% | $71,457+39.4% |
| Participation rate | 63.7% | 74.1%-10.4pp | 78.5%-14.8pp | 67.9%-4.2pp |
| Annual return | 16.79% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,297 | $2,622-50.5% | $4,320-70.0% | $2,588-49.9% |
| Participant deferral / active EE | $5,211 | $4,432+17.6% | $5,820-10.5% | $4,289+21.5% |
| Admin fee / account holder | $408 | $1,729-76.4% | $10,614-96.2% | $1,587-74.3% |