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) | $49,192 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,507 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Contract Administrator | $19,292 |
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 | $203,096 | $100,923+101.2% | $150,045+35.4% | $74,304+173.3% |
| Participation rate | 89.6% | 70.1%+19.5pp | 82.3%+7.3pp | 60.3%+29.3pp |
| Annual return | 18.99% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $14,429 | $3,463+316.6% | $4,693+207.4% | $2,241+543.8% |
| Participant deferral / active EE | $14,684 | $6,709+118.9% | $7,997+83.6% | $3,767+289.8% |
| Admin fee / account holder | $710 | $2,767-74.3% | $13,435-94.7% | $2,969-76.1% |