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: B RILEY WEALTH ADVISORS INC Service code 27 500 T REX AVE · BOCA RATON, FL 33431 | Advisory (Plan) | $22,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,332 |
Filed as: EMPOWER LIFE & ANNUITY INS. OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,699 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $3,193 |
Filed as: UNITED BENEFIT PENSIONS Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $1,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,475 | $67,984-28.7% | $65,493-26.0% | $74,304-34.8% |
| Participation rate | 84.4% | 66.3%+18.0pp | 73.1%+11.3pp | 60.3%+24.0pp |
| Annual return | 15.97% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,019 | $2,491-19.0% | $2,574-21.6% | $2,241-9.9% |
| Participant deferral / active EE | $2,497 | $3,346-25.4% | $3,961-37.0% | $3,767-33.7% |
| Admin fee / account holder | $389 | $1,373-71.6% | $5,028-92.3% | $2,969-86.9% |