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) | $44,345 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,788 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,396 |
FGMK, LLC2 years Service code 10 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Accounting | $7,764 |
FUSION FAMILY WEALTH, LLC4 years Filed as: FUSION RISK MANAGEMENT INC Service code 99 3601 ALGONQUIN RD STE 500 · ROLLING MEADOWS, IL 60008 | Other Fees | $5,000 |
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 | $100,624 | $100,923-0.3% | $150,045-32.9% | $74,304+35.4% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.3pp | 60.3%+38.2pp |
| Annual return | 17.19% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $6,087 | $3,463+75.8% | $4,693+29.7% | $2,241+171.6% |
| Participant deferral / active EE | $13,488 | $6,709+101.0% | $7,997+68.7% | $3,767+258.0% |
| Admin fee / account holder | $432 | $2,767-84.4% | $13,435-96.8% | $2,969-85.4% |