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 FUNDS5 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $47,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,672 |
WITHUMSMITH+BROWN, PC7 years Service code 10 506 CARNEGIE CTR STE 400 · PRINCETON, NJ 08540 | Accounting | $19,136 |
RAHL & ASSOCIATES PC8 years Service code 10 141 FRIENDS LANE STE 100 · NEWTOWN, PA 18940 | Accounting | $17,300 |
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 | $120,756 | $81,248+48.6% | $155,509-22.3% | $80,856+49.3% |
| Participation rate | 77.0% | 66.2%+10.8pp | 78.2%-1.2pp | 67.6%+9.4pp |
| Annual return | 13.98% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,141 | $3,100+1.3% | $4,672-32.8% | $2,755+14.0% |
| Participant deferral / active EE | $7,215 | $3,452+109.0% | $5,626+28.2% | $4,296+68.0% |
| Admin fee / account holder | $649 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |