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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $127,853 |
BARTON WALTER & KRIER PC1 year Filed as: BARTON MINES COMPANY LLC DBA BARTON Service code 99 6 WARREN ST · GLENS FALLS, NY 12801 | Other Fees | $37,743 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $34,668 |
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 | $182,563 | $64,871+181.4% | $129,110+41.4% | $66,914+172.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -10.15% | -12.21%+2.1pp | -10.94%+0.8pp | 1.58%-11.7pp |
| Employer contribution / active EE | $4,083 | $3,741+9.1% | $5,052-19.2% | $2,544+60.5% |
| Participant deferral / active EE | $7,552 | $5,090+48.4% | $6,542+15.4% | $4,237+78.2% |
| Admin fee / account holder | $928 | $629+47.5% | $14,302-93.5% | $593+56.4% |