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 FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $38,119 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,810 | $82,917-17.0% | $103,333-33.4% | $77,643-11.4% |
| Participation rate | 50.7% | 71.6%-20.9pp | 74.5%-23.8pp | 70.6%-19.9pp |
| Annual return | 13.06% | 19.13%-6.1pp | 24.88%-11.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,665 | $3,552-25.0% | $3,868-31.1% | $2,726-2.2% |
| Participant deferral / active EE | $4,530 | $4,108+10.3% | $5,057-10.4% | $4,647-2.5% |
| Admin fee / account holder | $364 | $638-42.9% | $8,355-95.6% | $430-15.4% |