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.4 years Service code 27 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $29,550 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,871 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,355 |
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 | $97,268 | $65,390+48.8% | $169,368-42.6% | $71,457+36.1% |
| Participation rate | 90.0% | 67.0%+23.0pp | 77.1%+12.9pp | 67.9%+22.1pp |
| Annual return | 13.58% | 21.31%-7.7pp | 405.60%-392.0pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,927 | $2,079+40.8% | $4,013-27.1% | $2,588+13.1% |
| Participant deferral / active EE | $4,695 | $4,367+7.5% | $6,221-24.5% | $4,289+9.5% |
| Admin fee / account holder | $387 | $1,324-70.8% | $9,003-95.7% | $1,587-75.6% |