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 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $127,476 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,287 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,146 |
ASSOCIATED PENSION CONSULTANTS9+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $11,901 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 99 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Other Fees | $3,485 |
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 | $140,104 | $95,274+47.1% | $135,903+3.1% | $74,419+88.3% |
| Participation rate | 89.8% | 78.2%+11.6pp | 81.9%+7.9pp | 70.7%+19.0pp |
| Annual return | 29.02% | 32.77%-3.8pp | 68.23%-39.2pp | 34.38%-5.4pp |
| Employer contribution / active EE | $2,875 | $3,874-25.8% | $4,856-40.8% | $2,637+9.0% |
| Participant deferral / active EE | $9,671 | $7,782+24.3% | $7,758+24.7% | $4,528+113.6% |
| Admin fee / account holder | $421 | $266+58.3% | $10,762-96.1% | $348+21.1% |