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 |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 99 200 W ST · NEW YORK, NY 10282 | Other Fees | $44,206 |
WITHUMSMITH+BROWN, PC2 years Service code 27 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Advisory (Plan) | $17,160 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $223,349 | $94,625+136.0% | $116,228+92.2% | $84,808+163.4% |
| Participation rate | 22.2% | 70.4%-48.2pp | 74.6%-52.3pp | 68.3%-46.1pp |
| Annual return | 13.06% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,586 | $2,347+95.4% | $2,994+53.2% | $2,631+74.3% |
| Participant deferral / active EE | $11,191 | $3,972+181.8% | $4,953+125.9% | $4,212+165.7% |
| Admin fee / account holder | $871 | $10,091-91.4% | $11,989-92.7% | $7,344-88.1% |