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: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,788 |
Filed as: EMPOWER ANUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,725 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,702 |
Service code 13 · EIN 13-3180178 917 WESTERN AMERICAN CIRCLE · MOBINE, AL 36609 | Contract Administrator | $1,750 |
Filed as: MALCOLM THOMPSON & ASSOCIATES, INC Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249 · HOUSTON, TX 77070 | Contract Administrator | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,365 | $82,664+31.1% | $125,339-13.5% | $68,494+58.2% |
| Participation rate | 83.7% | 75.0%+8.6pp | 82.4%+1.3pp | 67.9%+15.8pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,218 | $3,381-4.8% | $4,814-33.1% | $2,596+24.0% |
| Participant deferral / active EE | $8,692 | $6,110+42.3% | $7,446+16.7% | $4,027+115.8% |
| Admin fee / account holder | $720 | $6,275-88.5% | $10,010-92.8% | $5,403-86.7% |