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) | $25,000 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,160 |
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 | $41,064 | $58,320-29.6% | $86,436-52.5% | $66,914-38.6% |
| Participation rate | 95.8% | 78.6%+17.2pp | 80.3%+15.5pp | 69.8%+26.0pp |
| Annual return | -17.27% | -9.71%-7.6pp | 4394.89%-4412.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,026 | $2,615-60.8% | $3,769-72.8% | $2,544-59.7% |
| Participant deferral / active EE | $3,642 | $6,899-47.2% | $6,952-47.6% | $4,237-14.0% |
| Admin fee / account holder | $487 | $546-10.8% | $6,731-92.8% | $593-17.9% |