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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,962 |
IMA WEALTH INC2 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $39,928 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 99 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Other Fees | $8,959 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,279 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,328 | $58,083+28.0% | $80,019-7.1% | $56,287+32.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -3.64% | 34.61%-38.2pp | 11.22%-14.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,275 | $1,932+69.5% | $2,468+32.7% | $2,111+55.2% |
| Participant deferral / active EE | $5,576 | $3,135+77.9% | $3,686+51.3% | $3,350+66.5% |
| Admin fee / account holder | $328 | $623-47.3% | $6,521-95.0% | $521-37.0% |