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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,631 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $28,600 |
MARCUM LLP3 years Service code 10 155 S MIAN ST · PROVIDENCE, RI 02903 | Accounting | $16,532 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $14,600 |
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 | $100,226 | $65,061+54.0% | $143,757-30.3% | $66,914+49.8% |
| Participation rate | 88.5% | 65.2%+23.3pp | 80.3%+8.2pp | 69.8%+18.7pp |
| Annual return | -16.77% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $6,409 | $2,361+171.5% | $4,951+29.4% | $2,544+151.9% |
| Participant deferral / active EE | $6,376 | $2,919+118.4% | $5,637+13.1% | $4,237+50.5% |
| Admin fee / account holder | $359 | $502-28.5% | $14,673-97.6% | $593-39.5% |