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 |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.3 years Service code 27 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $30,905 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,348 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $10,202 |
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 | $92,524 | $69,010+34.1% | $159,960-42.2% | $68,494+35.1% |
| Participation rate | 74.4% | 65.4%+9.0pp | 78.0%-3.6pp | 67.9%+6.5pp |
| Annual return | -14.17% | -9.65%-4.5pp | 408.60%-422.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,396 | $2,213+53.4% | $4,226-19.6% | $2,596+30.8% |
| Participant deferral / active EE | $5,426 | $4,212+28.8% | $6,182-12.2% | $4,027+34.7% |
| Admin fee / account holder | $509 | $4,798-89.4% | $8,698-94.1% | $5,403-90.6% |