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 |
|---|---|---|
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $28,239 |
RSM US LLP5 years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $18,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,614 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,771 | $71,516-48.6% | $98,439-62.6% | $71,457-48.5% |
| Participation rate | 91.3% | 72.7%+18.6pp | 75.2%+16.1pp | 67.9%+23.4pp |
| Annual return | 20.72% | 32.41%-11.7pp | 21.16%-0.4pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,277 | $2,399-46.8% | $3,048-58.1% | $2,588-50.7% |
| Participant deferral / active EE | $3,712 | $4,109-9.7% | $4,738-21.7% | $4,289-13.5% |
| Admin fee / account holder | $424 | $1,675-74.7% | $8,948-95.3% | $1,587-73.3% |