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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $33,324 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,482 |
OLSEN THIELEN & CO., LTD.2 years Filed as: OLSEN THIELEN & CO LTD Service code 10 2675 LONG LAKE RD · ST PAUL, MN 551131117 | Accounting | $5,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,722 | $79,013+100.9% | $100,391+58.1% | $74,495+113.1% |
| Participation rate | 99.2% | 79.5%+19.7pp | 81.5%+17.7pp | 67.2%+32.0pp |
| Annual return | 11.14% | 20.41%-9.3pp | 49.20%-38.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,811 | $3,021-7.0% | $3,942-28.7% | $2,623+7.2% |
| Participant deferral / active EE | $7,102 | $7,760-8.5% | $8,082-12.1% | $4,346+63.4% |
| Admin fee / account holder | $490 | $1,320-62.9% | $7,899-93.8% | $1,942-74.8% |