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) | $46,465 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,551 |
APRIO LLP1 year Service code 99 PO BOX 117810 · ATLANTA, GA 303687310 | Other Fees | $5,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $666 |
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 | $158,462 | $58,264+172.0% | $86,612+83.0% | $71,457+121.8% |
| Participation rate | 98.0% | 65.0%+33.0pp | 71.7%+26.3pp | 67.9%+30.1pp |
| Annual return | 15.65% | 21.63%-6.0pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $10,727 | $2,574+316.7% | $3,022+254.9% | $2,588+314.5% |
| Participant deferral / active EE | $8,648 | $3,436+151.7% | $4,438+94.9% | $4,289+101.6% |
| Admin fee / account holder | $366 | $1,057-65.4% | $5,614-93.5% | $1,587-77.0% |