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 |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT2 years Filed as: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $24,512 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,842 |
CLIFTONLARSONALLEN LLP4 years Service code 10 1175 LOMBARDI AVE SUITE 200 · GREEN BAY, WI 54304 | Accounting | $8,925 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,493 |
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 | $68,837 | $62,603+10.0% | $104,294-34.0% | $66,914+2.9% |
| Participation rate | 41.3% | 59.6%-18.3pp | 73.3%-32.0pp | 69.8%-28.5pp |
| Annual return | -17.30% | -14.70%-2.6pp | 24.61%-41.9pp | 1.58%-18.9pp |
| Employer contribution / active EE | $271 | $1,972-86.3% | $3,372-92.0% | $2,544-89.4% |
| Participant deferral / active EE | $1,883 | $2,853-34.0% | $4,625-59.3% | $4,237-55.6% |
| Admin fee / account holder | $383 | $656-41.6% | $7,339-94.8% | $593-35.5% |