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 |
|---|---|---|
BDO USA, LLP3 years Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $19,887 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,686 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,013 |
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 | $139,405 | $71,050+96.2% | $93,606+48.9% | $80,856+72.4% |
| Participation rate | 90.1% | 60.4%+29.7pp | 68.7%+21.4pp | 67.6%+22.5pp |
| Annual return | 13.54% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,393 | $1,564-10.9% | $2,420-42.4% | $2,755-49.4% |
| Participant deferral / active EE | $1,954 | $4,034-51.6% | $4,411-55.7% | $4,296-54.5% |
| Admin fee / account holder | $429 | $6,945-93.8% | $8,285-94.8% | $6,918-93.8% |