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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,872 |
Filed as: ALERA GROUP INC DBA ALERA INVESTMEN Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $29,703 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,066 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 99 119 E PALATINE RD STE 104 · PALATINE, IL 60067 | Other Fees | $995 |
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 | $51,733 | $44,960+15.1% | $84,966-39.1% | $74,495-30.6% |
| Participation rate | 97.5% | 49.4%+48.1pp | 67.5%+30.0pp | 67.2%+30.3pp |
| Annual return | 14.39% | 26.24%-11.8pp | 66.38%-52.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,626 | $1,457+148.9% | $2,727+33.0% | $2,623+38.3% |
| Participant deferral / active EE | $6,386 | $2,731+133.9% | $4,519+41.3% | $4,346+46.9% |
| Admin fee / account holder | $412 | $2,209-81.4% | $6,149-93.3% | $1,942-78.8% |