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 |
|---|---|---|
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 27 11 E KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $31,961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,261 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,559 | $54,705+582.9% | $71,209+424.6% | $84,808+340.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.18% | 35.90%-24.7pp | 282.51%-271.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $19,353 | $2,158+796.8% | $2,721+611.3% | $2,631+635.6% |
| Participant deferral / active EE | $8,240 | $3,030+171.9% | $4,175+97.3% | $4,212+95.6% |
| Admin fee / account holder | $567 | $4,863-88.3% | $5,349-89.4% | $7,344-92.3% |