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) | $26,494 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,216 |
RSM US LLP7 years Filed as: MCGLADREY LLP Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $21,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,610 |
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 | $39,359 | $84,556-53.5% | $116,228-66.1% | $74,304-47.0% |
| Participation rate | 97.4% | 66.0%+31.4pp | 74.6%+22.8pp | 60.3%+37.0pp |
| Annual return | 15.03% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,528 | $2,168-29.5% | $2,994-49.0% | $2,241-31.8% |
| Participant deferral / active EE | $4,398 | $3,814+15.3% | $4,953-11.2% | $3,767+16.8% |
| Admin fee / account holder | $358 | $3,792-90.6% | $11,989-97.0% | $2,969-87.9% |