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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $50,574 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,794 |
CARON & BLETZER, PLLC2 years Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $12,000 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $1,615 |
PASI, LLC6 years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $1,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,175 | $80,717+125.7% | $154,803+17.7% | $84,808+114.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.79% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $8,452 | $2,761+206.1% | $4,305+96.3% | $2,631+221.2% |
| Participant deferral / active EE | $7,309 | $3,303+121.3% | $5,540+31.9% | $4,212+73.5% |
| Admin fee / account holder | $684 | $6,746-89.9% | $14,329-95.2% | $7,344-90.7% |