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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 8219 LEESBURG PIKE · TYSONS, VA 22182 | Accounting | $26,565 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $16,239 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,327 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,249 | $76,670+59.4% | $96,683+26.4% | $71,457+71.1% |
| Participation rate | 62.4% | 66.6%-4.1pp | 74.3%-11.9pp | 67.9%-5.5pp |
| Annual return | 21.47% | 48.29%-26.8pp | 35.69%-14.2pp | 28.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,859 | $3,771+81.9% | $4,878+40.6% | $4,289+59.9% |
| Admin fee / account holder | $431 | $2,028-78.7% | $6,730-93.6% | $1,587-72.8% |