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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $22,518 |
SHEEHAN & COMPANY1 year Filed as: SHEEHAN COMPANY CPA PC Service code 10 165 ORINOCO DR · BRIGHTWATER, NY 11718 | Accounting | $21,500 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,668 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $15,066 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,029 | $82,978-15.6% | $129,995-46.1% | $71,457-2.0% |
| Participation rate | 97.6% | 74.1%+23.5pp | 78.5%+19.1pp | 67.9%+29.7pp |
| Annual return | 14.15% | 20.60%-6.4pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $696 | $2,622-73.5% | $4,320-83.9% | $2,588-73.1% |
| Participant deferral / active EE | $4,057 | $4,432-8.5% | $5,820-30.3% | $4,289-5.4% |
| Admin fee / account holder | $327 | $1,729-81.1% | $10,614-96.9% | $1,587-79.4% |