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: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,151 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,759 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,875 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,772 |
Filed as: MICHAEL J CONKEY & ASSOCIATES Service code 10 4299 MAC ARTHUR BLVD SUITE 100 · NEWPORT BEACH, CA 92660 | Accounting | $254 |
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 | $88,786 | $79,171+12.1% | $102,423-13.3% | $74,495+19.2% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 13.39% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,104 | $2,362+31.4% | $3,023+2.7% | $2,623+18.3% |
| Participant deferral / active EE | $7,884 | $4,415+78.6% | $5,053+56.0% | $4,346+81.4% |
| Admin fee / account holder | $742 | $2,001-62.9% | $9,451-92.1% | $1,942-61.8% |