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: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,425 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $13,911 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $11,000 |
Service code 13 361 WELLINGTON ROAD · MINEOLA, NY 11501 | Contract Administrator | $6,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,886 |
Service code 99 1800 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Other Fees | $333 |
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 | $42,029 | $60,989-31.1% | $60,874-31.0% | $66,914-37.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -16.19% | -9.60%-6.6pp | 16.90%-33.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $9,009 | $2,661+238.6% | $2,701+233.5% | $2,544+254.1% |
| Participant deferral / active EE | $3,317 | $3,615-8.2% | $3,817-13.1% | $4,237-21.7% |
| Admin fee / account holder | $396 | $338+17.1% | $3,224-87.7% | $593-33.2% |