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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC9 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $32,197 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,976 |
MARCUM LLP7 years Filed as: MARCUM, LLP Service code 10 115 S MAIN STREET · PROVIDENCE, RI 02903 | Accounting | $17,350 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $8,281 |
PASI, LLC11+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $4,778 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,398 |
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 | $76,906 | $48,750+57.8% | $88,946-13.5% | $74,304+3.5% |
| Participation rate | 78.3% | 44.5%+33.8pp | 68.8%+9.4pp | 60.3%+17.9pp |
| Annual return | 15.46% | 25.91%-10.4pp | 57.82%-42.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $735 | $1,255-41.4% | $2,555-71.2% | $2,241-67.2% |
| Participant deferral / active EE | $4,064 | $2,423+67.7% | $4,581-11.3% | $3,767+7.9% |
| Admin fee / account holder | $332 | $3,756-91.2% | $8,261-96.0% | $2,969-88.8% |