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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,058 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $16,500 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,167 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,292 |
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 | $88,615 | $77,164+14.8% | $178,014-50.2% | $80,874+9.6% |
| Participation rate | 92.6% | 65.7%+26.9pp | 77.1%+15.6pp | 67.6%+25.0pp |
| Annual return | 12.69% | 18.09%-5.4pp | 294.80%-282.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,656 | $2,288+59.8% | $3,950-7.4% | $2,756+32.7% |
| Participant deferral / active EE | $10,854 | $4,408+146.2% | $6,276+72.9% | $4,297+152.6% |
| Admin fee / account holder | $489 | $7,164-93.2% | $10,362-95.3% | $6,935-93.0% |