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: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,061 |
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 | $49,120 | $69,477-29.3% | $94,646-48.1% | $71,457-31.3% |
| Participation rate | 96.8% | 78.4%+18.4pp | 80.8%+16.0pp | 67.9%+28.9pp |
| Annual return | 17.74% | 29.66%-11.9pp | 156.71%-139.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,212 | $2,853-57.5% | $3,672-67.0% | $2,588-53.2% |
| Participant deferral / active EE | $3,568 | $7,345-51.4% | $7,418-51.9% | $4,289-16.8% |
| Admin fee / account holder | $466 | $1,210-61.5% | $7,231-93.6% | $1,587-70.6% |