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 FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $75,548 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,872 |
RAHL & ASSOCIATES PC6 years Service code 10 141 FRIENDS LANE STE 100 · NEWTOWN, PA 18940 | Accounting | $13,400 |
WITHUMSMITH+BROWN, PC5 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $7,550 |
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 | $102,737 | $73,867+39.1% | $143,757-28.5% | $68,494+50.0% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.1pp | 67.9%+18.5pp |
| Annual return | -16.26% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,028 | $3,184-4.9% | $4,951-38.8% | $2,596+16.6% |
| Participant deferral / active EE | $5,687 | $3,384+68.0% | $5,637+0.9% | $4,027+41.2% |
| Admin fee / account holder | $755 | $5,755-86.9% | $14,673-94.9% | $5,403-86.0% |