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: GREAT WEST LIFE AND ANNUITY INS. Service code 12 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Claims processing | $20,562 |
L M KOHN & COMPANY2+ years Filed as: L M KOHN AND COMPANY Service code 17 | Pension Consulting | $15,023 |
Service code 10 163 S RIVER RD · BEDFORD, NH 03110 | Accounting | $13,000 |
NBT BANCORP NA2+ years Filed as: NBT BANK NA Service code 13 2 EXECUTIVE PARK DRIVE, STE 100 · BEDFORD, NH 03110 | Contract Administrator | $6,226 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $561 |
L M KOHN & COMPANY2+ years Service code 27 10151 CARVER ROAD. SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,307 | $63,924-13.5% | $108,579-49.1% | $55,167+0.3% |
| Participation rate | 70.4% | 74.3%-4.0pp | 79.6%-9.2pp | 69.0%+1.4pp |
| Annual return | 9.65% | 15.31%-5.7pp | -51.70%+61.3pp | 169.23%-159.6pp |
| Employer contribution / active EE | $963 | $1,879-48.8% | $3,758-74.4% | $1,963-51.0% |
| Participant deferral / active EE | $3,311 | $3,067+8.0% | $4,311-23.2% | $3,054+8.4% |
| Admin fee / account holder | $371 | $618-39.9% | $7,645-95.1% | $504-26.4% |