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 | $88,672+160.0% | $105,223+119.1% | $82,448+179.6% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.3pp |
| Annual return | 12.49% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $549 | $3,048-82.0% | $3,689-85.1% | $2,551-78.5% |
| Participant deferral / active EE | $10,469 | $4,036+159.4% | $5,072+106.4% | $4,139+152.9% |
| Admin fee / account holder | $648 | $7,146-90.9% | $8,859-92.7% | $7,234-91.0% |