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 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $30,395 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,412 |
Service code 27 511 N BROADWAY STE 801 · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,133 |
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 | $129,383 | $86,944+48.8% | $107,525+20.3% | $74,304+74.1% |
| Participation rate | 74.3% | 59.6%+14.8pp | 75.1%-0.8pp | 60.3%+14.0pp |
| Annual return | 15.60% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $4,089 | $2,757+48.3% | $3,754+8.9% | $2,241+82.4% |
| Participant deferral / active EE | $3,906 | $3,554+9.9% | $5,116-23.6% | $3,767+3.7% |
| Admin fee / account holder | $439 | $3,727-88.2% | $8,919-95.1% | $2,969-85.2% |