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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 4807 INNOVATE LN · MADISON, WI 53718 | Other Fees | $31,620 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $4,169 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,135 |
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 | $91,143 | $81,908+11.3% | $90,749+0.4% | $64,808+40.6% |
| Participation rate | 97.4% | 80.5%+16.9pp | 75.7%+21.7pp | 71.5%+25.9pp |
| Annual return | -11.52% | -12.53%+1.0pp | -12.16%+0.6pp | 32.82%-44.3pp |
| Employer contribution / active EE | $3,852 | $3,065+25.7% | $2,921+31.9% | $2,506+53.7% |
| Participant deferral / active EE | $5,346 | $4,840+10.4% | $4,564+17.1% | $4,310+24.0% |
| Admin fee / account holder | $343 | $157+118.1% | $8,445-95.9% | $188+82.5% |