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 7-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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6 years Service code 27 PO BOX 1820 · MORRISTOWN, NJ 07962 | Advisory (Plan) | $32,499 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,460 |
WIPFLI LLP4 years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $11,660 |
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 | $54,605 | $49,915+9.4% | $154,803-64.7% | $74,304-26.5% |
| Participation rate | 64.7% | 54.0%+10.7pp | 78.1%-13.4pp | 60.3%+4.3pp |
| Annual return | 16.31% | 34.06%-17.7pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $293 | $1,611-81.8% | $4,305-93.2% | $2,241-86.9% |
| Participant deferral / active EE | $3,531 | $2,255+56.6% | $5,540-36.3% | $3,767-6.3% |
| Admin fee / account holder | $336 | $2,189-84.6% | $14,329-97.7% | $2,969-88.7% |