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 |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $67,384 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,688 |
ARGI INVESTMENT SERVICES LLC7 years Service code 99 2110 HIGH WICKHAM PL · LOUISVILLE, KY 40245 | Other Fees | $12,578 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,807 |
TRINITY PENSION CONSULTANTS9 years Service code 13 202 MONTROSE WEST AVENUE · COPLEY, OH 44321 | Contract Administrator | $4,955 |
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 | $119,552 | $79,184+51.0% | $102,438+16.7% | $74,546+60.4% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | 13.67% | 54.95%-41.3pp | 29.37%-15.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $5,703 | $2,362+141.5% | $3,024+88.6% | $2,624+117.3% |
| Participant deferral / active EE | $7,234 | $4,414+63.9% | $5,054+43.1% | $4,347+66.4% |
| Admin fee / account holder | $433 | $2,001-78.3% | $9,448-95.4% | $1,944-77.7% |