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: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $51,908 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $19,375 |
CARON & BLETZER, PLLC9 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer 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 | $230,539 | $89,753+156.9% | $107,525+114.4% | $84,808+171.8% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 12.49% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $549 | $3,113-82.4% | $3,754-85.4% | $2,631-79.1% |
| Participant deferral / active EE | $10,469 | $4,056+158.1% | $5,116+104.6% | $4,212+148.6% |
| Admin fee / account holder | $648 | $7,222-91.0% | $8,919-92.7% | $7,344-91.2% |