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 |
|---|---|---|
Service code 62 · EIN 04-1591850 | Float revenue; Recordkeeping fees | $76,866 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINAANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $25,586 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,898 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $13,844 |
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 | $115,002 | $102,553+12.1% | $151,611-24.1% | $66,914+71.9% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -10.96% | -10.82%-0.1pp | 3.33%-14.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $2,148 | $4,180-48.6% | $6,166-65.2% | $2,544-15.6% |
| Participant deferral / active EE | $9,183 | $6,641+38.3% | $8,363+9.8% | $4,237+116.7% |
| Admin fee / account holder | $516 | $630-18.1% | $11,616-95.6% | $593-13.0% |