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 9-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: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST 36TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $6,042 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,076 | $57,016+187.8% | $84,966+93.1% | $80,856+102.9% |
| Participation rate | 97.4% | 56.3%+41.0pp | 67.5%+29.9pp | 67.6%+29.7pp |
| Annual return | 13.82% | 21.66%-7.8pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,231 | $1,798+24.1% | $2,727-18.2% | $2,755-19.0% |
| Participant deferral / active EE | $5,804 | $3,110+86.6% | $4,519+28.4% | $4,296+35.1% |
| Admin fee / account holder | $3,717 | $4,980-25.4% | $6,149-39.6% | $6,918-46.3% |