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 MANAGEMENT5 years Filed as: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $30,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,572 |
VRAKAS S.C.1 year Filed as: VRAKAS/BLUM, S.C. Service code 10 445 SOUTH MOORLAND ROAD STE 400 · BROOKFIELD, WI 53005 | Accounting | $10,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,215 |
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 | $110,226 | $78,926+39.7% | $136,749-19.4% | $84,808+30.0% |
| Participation rate | 95.3% | 62.2%+33.2pp | 72.1%+23.2pp | 68.3%+27.0pp |
| Annual return | 13.34% | 18.17%-4.8pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $689 | $2,134-67.7% | $3,400-79.7% | $2,631-73.8% |
| Participant deferral / active EE | $5,089 | $3,168+60.6% | $4,692+8.5% | $4,212+20.8% |
| Admin fee / account holder | $559 | $6,369-91.2% | $11,386-95.1% | $7,344-92.4% |