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: MERRILL LYNCH PIERCE FINNER & SMITH Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $38,182 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH & BROWN, PC Service code 10 · EIN 22-2027092 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $31,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,780 |
STALKER & ASSOCIATES, INC.6 years Filed as: STALKER & ASSOCIATES Service code 13 · EIN 23-2756743 301 S. STATE ST STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $8,403 |
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 | $176,596 | $100,923+75.0% | $150,045+17.7% | $74,304+137.7% |
| Participation rate | 78.9% | 70.1%+8.8pp | 82.3%-3.4pp | 60.3%+18.5pp |
| Annual return | 8.14% | 51.77%-43.6pp | 62.55%-54.4pp | 29.43%-21.3pp |
| Employer contribution / active EE | $8,704 | $3,463+151.3% | $4,693+85.5% | $2,241+288.4% |
| Participant deferral / active EE | $9,465 | $6,709+41.1% | $7,997+18.4% | $3,767+151.2% |
| Admin fee / account holder | $745 | $2,767-73.1% | $13,435-94.5% | $2,969-74.9% |