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: EMPOWER ANNUITY INSURANCE COMPANY Service code 12 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct payment from the plan; Custodi... | $1,018,200 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 12 · EIN 06-1050034 | Investment management fees paid indir... | $440,665 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $151,679 |
MPC CAPITAL ADVISORS LLC9 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 28 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Investment Management | $134,443 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $72,400 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM10+ years Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07102 | Legal | $18,435 |
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 | $245,146 | $241,101+1.7% | $103,333+137.2% | $199,593+22.8% |
| Participation rate | 99.4% | 78.3%+21.1pp | 74.5%+24.9pp | 72.0%+27.4pp |
| Annual return | 13.44% | 17.80%-4.4pp | 24.88%-11.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $12,416 | $4,244+192.5% | $3,868+221.0% | $3,034+309.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $393 | $288+36.6% | $8,355-95.3% | $269+46.1% |