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 |
|---|---|---|
KIMBERELY KEENAN4 years Service code 15 · EIN 01-0439781 | Recordkeeping | $104,156 |
Filed as: PENSION FUND EVALUATION, INC. Service code 27 · EIN 11-2503982 | Advisory (Plan) | $25,300 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,001 |
Service code 19 · EIN 04-1590850 | Securities Custodian | $574 |
Filed as: EMPOWER ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,923 | $92,971+33.3% | $96,683+28.2% | $74,419+66.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | -6.61% | 37.49%-44.1pp | 35.69%-42.3pp | 34.38%-41.0pp |
| Employer contribution / active EE | $5,987 | $3,426+74.8% | $3,737+60.2% | $2,637+127.0% |
| Participant deferral / active EE | $252 | $3,970-93.7% | $4,878-94.8% | $4,528-94.4% |
| Admin fee / account holder | $442 | $633-30.1% | $6,730-93.4% | $348+27.2% |