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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,288 |
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 | $209,345 | $91,538+128.7% | $129,995+61.0% | $75,163+178.5% |
| Participation rate | 82.3% | 71.4%+10.8pp | 78.5%+3.8pp | 67.2%+15.1pp |
| Annual return | 14.32% | -631.11%+645.4pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,942 | $2,845-31.7% | $4,320-55.0% | $2,670-27.3% |
| Participant deferral / active EE | $6,424 | $4,341+48.0% | $5,820+10.4% | $4,125+55.7% |
| Admin fee / account holder | $421 | $6,790-93.8% | $10,614-96.0% | $5,651-92.5% |