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: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $46,267 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,448 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,994 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Contract Administrator | $16,123 |
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 | $145,997 | $91,407+59.7% | $135,903+7.4% | $71,457+104.3% |
| Participation rate | 88.7% | 75.7%+13.0pp | 81.9%+6.8pp | 67.9%+20.7pp |
| Annual return | 18.65% | 29.90%-11.2pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $13,322 | $3,703+259.7% | $4,856+174.3% | $2,588+414.8% |
| Participant deferral / active EE | $14,265 | $7,092+101.1% | $7,758+83.9% | $4,289+232.6% |
| Admin fee / account holder | $594 | $1,266-53.0% | $10,762-94.5% | $1,587-62.6% |