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: STONE HILL FIDUCIARY MANAGEMENT, LL Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $22,215 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,677 |
Service code 99 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Other Fees | $950 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORDARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,199 | $61,214-50.7% | $83,333-63.8% | $56,287-46.3% |
| Participation rate | 86.7% | 72.6%+14.1pp | 77.8%+9.0pp | 69.9%+16.9pp |
| Annual return | -8.21% | 0.42%-8.6pp | 10.63%-18.8pp | -9.96%+1.7pp |
| Employer contribution / active EE | $804 | $1,925-58.2% | $3,379-76.2% | $2,111-61.9% |
| Participant deferral / active EE | $2,586 | $5,091-49.2% | $5,565-53.5% | $3,350-22.8% |
| Admin fee / account holder | $405 | $512-20.8% | $7,510-94.6% | $521-22.3% |