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: GREAT-WEST LIFE & ANNUITY COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $45,313 |
L M KOHN & COMPANY7+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $20,128 |
NBT BANCORP NA2 years Filed as: NBT BANK NA DBA DOWNEAST PENSION SE Service code 13 | Contract Administrator | $10,000 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA THIRD PARTY ADMINIS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $1,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,205 | $77,145+16.9% | $108,410-16.8% | $85,850+5.1% |
| Participation rate | 85.6% | 74.7%+10.9pp | 80.1%+5.4pp | 69.3%+16.3pp |
| Annual return | 14.05% | 44.54%-30.5pp | 905.27%-891.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,490 | $2,379-37.4% | $3,558-58.1% | $2,565-41.9% |
| Participant deferral / active EE | $8,567 | $5,566+53.9% | $6,563+30.5% | $3,952+116.8% |
| Admin fee / account holder | $390 | $5,172-92.5% | $7,295-94.6% | $6,260-93.8% |