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 99 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Other Fees | $35,585 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,291 |
Service code 99 511 N BROADWAY STE 801 · MILWAUKEE, WI 53202 | Other Fees | $3,439 |
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 | $109,312 | $87,870+24.4% | $113,168-3.4% | $74,304+47.1% |
| Participation rate | 95.6% | 70.7%+24.8pp | 76.6%+19.0pp | 60.3%+35.2pp |
| Annual return | 15.83% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,669 | $2,277+17.2% | $2,975-10.3% | $2,241+19.1% |
| Participant deferral / active EE | $5,149 | $4,241+21.4% | $5,107+0.8% | $3,767+36.7% |
| Admin fee / account holder | $380 | $3,368-88.7% | $12,068-96.9% | $2,969-87.2% |