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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,968 |
SECURIAN FINANCIAL SERVICES INC8+ years Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $33,333 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: MUELLER&CO LLP DBA PKF MUELLER LLC Service code 10 1707 N RANDALL RD STE 200 · ELGIN, IL 60123 | Accounting | $11,950 |
PREMIER RETIREMENT PARTNERS5 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $9,286 |
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 | $138,635 | $91,407+51.7% | $135,903+2.0% | $71,457+94.0% |
| Participation rate | 95.2% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 15.38% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $3,724 | $3,703+0.6% | $4,856-23.3% | $2,588+43.9% |
| Participant deferral / active EE | $9,346 | $7,092+31.8% | $7,758+20.5% | $4,289+117.9% |
| Admin fee / account holder | $541 | $1,266-57.3% | $10,762-95.0% | $1,587-65.9% |