Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,834 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $11,569 |
Filed as: RED BANK PENSION SERVICES INC Service code 13 2 HARTFORD DR STE 101 · RED BANK, NJ 07701 | Contract Administrator | $5,729 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,385 | $138,385-26.7% | $184,200-45.0% | $80,874+25.4% |
| Participation rate | 82.7% | 83.9%-1.2pp | 86.8%-4.2pp | 67.6%+15.0pp |
| Annual return | 15.60% | 20.02%-4.4pp | 28.80%-13.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $5,888 | $4,849+21.4% | $6,424-8.3% | $2,756+113.7% |
| Participant deferral / active EE | $13,866 | $7,073+96.1% | $9,132+51.8% | $4,297+222.7% |
| Admin fee / account holder | $544 | $10,483-94.8% | $13,907-96.1% | $6,935-92.1% |