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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $762,067 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 · EIN 52-1590516 | Contract Administrator | $147,726 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $76,385 |
DANIEL A. WINTERS & COMPANY, CPAS10+ years Service code 10 · EIN 23-2586736 | Accounting | $65,319 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2495379 | Employee (plan) | $55,284 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE B Service code 30 · EIN 23-2495379 | Employee (plan) | $45,505 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $40,945 |
STEAMFITTERS LU 420 BUILDING FUND10+ years Service code 99 · EIN 37-1424586 | Other Fees | $29,095 |
KANG HAGGERTY & FETBROYT8 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $22,568 |
KENNEDY PRINTING CO., INC.10+ years Filed as: KENNEDY PRINTING CO. Service code 36 5534 BALTIMORE AVE. · PHILADELPHIA, PA 19143 | Copying and duplicating | $5,435 |
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 | $123,752 | $86,936+42.3% | $103,333+19.8% | $99,062+24.9% |
| Participation rate | 68.9% | 81.7%-12.8pp | 74.5%-5.7pp | 71.6%-2.8pp |
| Annual return | 10.51% | 14.99%-4.5pp | 24.88%-14.4pp | 17.66%-7.1pp |
| Employer contribution / active EE | $8,358 | $3,925+112.9% | $3,868+116.1% | $3,262+156.2% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $361 | $140+157.3% | $8,355-95.7% | $109+231.3% |