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: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 2500 DALLAS HWY STE 202 · MARIETTA, GA 30064 | Advisory (Plan) | $58,214 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,039 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,386 |
DAVID ROMANO5 years Filed as: DAVID M HATTER DBA ARISTA ADVISORY Service code 99 2500 DALLAS HWY STE 202 DPT #37053 · MARIETTA, GA 30064 | Other Fees | $5,390 |
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 | $112,494 | $216,711-48.1% | $136,749-17.7% | $85,563+31.5% |
| Participation rate | 41.7% | 51.7%-10.0pp | 72.1%-30.4pp | 66.0%-24.2pp |
| Annual return | 16.14% | 15.26%+0.9pp | 24.33%-8.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,273 | $1,660-23.3% | $3,400-62.5% | $2,654-52.0% |
| Participant deferral / active EE | $2,201 | $2,635-16.5% | $4,692-53.1% | $4,375-49.7% |
| Admin fee / account holder | $392 | $1,223-67.9% | $11,386-96.6% | $834-53.0% |