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: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,520 |
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,079 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 | Investment Management | $10,385 |
Service code 13 · EIN 20-3855127 PO BOX 9575 · WARNER ROBINS, GA 31095 | Contract Administrator | $175 |
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 | $79,055 | $88,083-10.2% | $164,813-52.0% | $74,495+6.1% |
| Participation rate | 64.8% | 73.0%-8.3pp | 78.6%-13.8pp | 67.2%-2.4pp |
| Annual return | 29.13% | 17.26%+11.9pp | 69.93%-40.8pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $1,899 | $2,593-26.8% | $4,341-56.3% | $2,623-27.6% |
| Participant deferral / active EE | $2,676 | $4,498-40.5% | $6,031-55.6% | $4,346-38.4% |
| Admin fee / account holder | $377 | $2,234-83.1% | $12,690-97.0% | $1,942-80.6% |