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: FIDUCIARY BENEFITS GROUP INC Service code 27 4660 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 | Advisory (Plan) | $40,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,707 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,599 | $81,625+53.9% | $167,512-25.0% | $74,304+69.0% |
| Participation rate | 98.1% | 60.0%+38.1pp | 77.1%+21.1pp | 60.3%+37.8pp |
| Annual return | 14.28% | 26.09%-11.8pp | 1615.79%-1601.5pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,980 | $4,115+118.2% | $6,405+40.2% | $3,767+138.4% |
| Admin fee / account holder | $422 | $3,474-87.9% | $9,769-95.7% | $2,969-85.8% |