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 |
|---|---|---|
LAZARD ASSET MANAGEMENT11+ years Service code 27 · EIN 13-5545100 | Advisory (Plan) | $224,425 |
Filed as: EMPOWER RETIREMENT Service code 15 8515 EAST ORACHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $178,509 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 27 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Advisory (Plan) | $135,846 |
SAGE ADVISORY SERVICES11+ years Filed as: SAGE ADVISORY Service code 27 · EIN 74-2798841 | Advisory (Plan) | $113,773 |
FRONTIER CAPITAL MANAGEMENT11+ years Service code 27 · EIN 04-3492668 | Advisory (Plan) | $96,047 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 16 · EIN 12-2919773 | Consulting | $75,000 |
WHITLEY PENN LLP9 years Service code 10 · EIN 75-2393478 | Accounting | $42,438 |
Filed as: EMPOWER PLAN SERVICES, LLC Service code 15 · EIN 84-0467907 | Recordkeeping | $22,793 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,523 | $123,077+214.9% | $116,228+233.4% | $102,872+276.7% |
| Participation rate | 98.7% | 87.0%+11.7pp | 74.6%+24.1pp | 73.0%+25.6pp |
| Annual return | 11.78% | 15.84%-4.1pp | 90.06%-78.3pp | 19.06%-7.3pp |
| Employer contribution / active EE | $5,248 | $4,380+19.8% | $2,994+75.3% | $3,526+48.8% |
| Participant deferral / active EE | $9,452 | $6,746+40.1% | $4,953+90.8% | $5,535+70.8% |
| Admin fee / account holder | $495 | $115+329.3% | $11,989-95.9% | $292+69.5% |