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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $37,209 |
CARON & BLETZER, PLLC2 years Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $17,612 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,054 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $14,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,613 | $132,049-41.2% | $200,582-61.3% | $74,304+4.5% |
| Participation rate | 94.5% | 84.1%+10.5pp | 86.9%+7.7pp | 60.3%+34.2pp |
| Annual return | 17.33% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,382 | $4,558-47.7% | $6,419-62.9% | $2,241+6.3% |
| Participant deferral / active EE | $9,175 | $7,213+27.2% | $9,331-1.7% | $3,767+143.6% |
| Admin fee / account holder | $371 | $2,405-84.6% | $16,305-97.7% | $2,969-87.5% |