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: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · PATHWAY SUCCESS, CO 80111 | Recordkeeping Fees | $26,870 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $11,357 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $6,508 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,480 | $65,435-6.0% | $86,677-29.1% | $66,914-8.1% |
| Participation rate | 61.7% | 75.5%-13.8pp | 76.6%-14.9pp | 69.8%-8.1pp |
| Annual return | -13.61% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,218 | $2,153-43.4% | $2,836-57.1% | $2,544-52.1% |
| Participant deferral / active EE | $3,416 | $4,100-16.7% | $4,656-26.6% | $4,237-19.4% |
| Admin fee / account holder | $306 | $642-52.4% | $7,493-95.9% | $593-48.5% |