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: THRIVENT ADVISOR NETWORK LLC Service code 27 600 PORTLAND AVE. S. · MINNEAPOLIS, MN 554154402 | Advisory (Plan) | $79,058 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $14,914 |
UNITED BENEFIT PENSIONS INC.8+ years Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $10,150 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,338 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $132,461 | $59,159+123.9% | $159,960-17.2% | $66,914+98.0% |
| Participation rate | 98.3% | 68.1%+30.2pp | 78.0%+20.3pp | 69.8%+28.5pp |
| Annual return | -13.78% | -12.26%-1.5pp | 408.60%-422.4pp | 1.58%-15.4pp |
| Employer contribution / active EE | $5,654 | $1,983+185.1% | $4,226+33.8% | $2,544+122.2% |
| Participant deferral / active EE | $8,811 | $4,395+100.5% | $6,182+42.5% | $4,237+108.0% |
| Admin fee / account holder | $451 | $591-23.7% | $8,698-94.8% | $593-24.0% |