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) | $47,543 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,757 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Contract Administrator | $16,931 |
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 | $164,550 | $101,317+62.4% | $146,958+12.0% | $74,495+120.9% |
| Participation rate | 86.7% | 75.5%+11.2pp | 82.2%+4.6pp | 67.2%+19.5pp |
| Annual return | 16.45% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $12,538 | $3,810+229.1% | $4,933+154.2% | $2,623+378.0% |
| Participant deferral / active EE | $13,256 | $7,303+81.5% | $8,070+64.3% | $4,346+205.0% |
| Admin fee / account holder | $615 | $1,739-64.6% | $12,998-95.3% | $1,942-68.3% |