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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,896 |
IMA WEALTH INC7 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $42,197 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE AND MORAN Service code 99 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Other Fees | $19,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,050 |
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 | $92,660 | $71,516+29.6% | $98,439-5.9% | $71,457+29.7% |
| Participation rate | 73.7% | 72.7%+1.0pp | 75.2%-1.5pp | 67.9%+5.7pp |
| Annual return | 15.54% | 32.41%-16.9pp | 21.16%-5.6pp | 28.85%-13.3pp |
| Employer contribution / active EE | $4,299 | $2,399+79.2% | $3,048+41.1% | $2,588+66.1% |
| Participant deferral / active EE | $6,887 | $4,109+67.6% | $4,738+45.4% | $4,289+60.6% |
| Admin fee / account holder | $349 | $1,675-79.2% | $8,948-96.1% | $1,587-78.0% |