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 |
|---|---|---|
FRAGASSO FINANCIAL ADVISORS6 years Filed as: FRAGASSO ADVISORS Service code 27 2200 GEORGETOWN DR · SEWICKLEY, PA 15143 | Advisory (Plan) | $35,119 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,332 |
Filed as: M2B RETIREMENT CONSULTING Service code 13 · EIN 81-3989034 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $6,717 |
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 | $59,897 | $100,923-40.7% | $150,045-60.1% | $74,304-19.4% |
| Participation rate | 79.4% | 70.1%+9.3pp | 82.3%-2.9pp | 60.3%+19.1pp |
| Annual return | 18.46% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,634 | $3,463-52.8% | $4,693-65.2% | $2,241-27.1% |
| Participant deferral / active EE | $3,323 | $6,709-50.5% | $7,997-58.5% | $3,767-11.8% |
| Admin fee / account holder | $365 | $2,767-86.8% | $13,435-97.3% | $2,969-87.7% |