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) | $84,611 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,054 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $57,360 |
SHEEHAN & COMPANY1 year Filed as: SHEEHAN COMPANY CPA PC Service code 10 165 ORINOCO DR · BRIGHTWATER, NY 11718 | Accounting | $21,500 |
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 | $103,274 | $91,372+13.0% | $129,995-20.6% | $74,419+38.8% |
| Participation rate | 97.9% | 77.8%+20.1pp | 78.5%+19.4pp | 70.7%+27.2pp |
| Annual return | 16.81% | 23.21%-6.4pp | -137.18%+154.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,944 | $2,563+53.9% | $4,320-8.7% | $2,637+49.5% |
| Participant deferral / active EE | $6,318 | $4,721+33.8% | $5,820+8.5% | $4,528+39.5% |
| Admin fee / account holder | $359 | $283+26.6% | $10,614-96.6% | $348+3.1% |