Filed May 4, 2026
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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $92,085 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,396 |
TRINITY PENSION CONSULTANTS5 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $4,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,894 | $71,964-14.0% | $167,512-63.1% | $85,563-27.7% |
| Participation rate | 65.3% | 61.0%+4.4pp | 77.1%-11.7pp | 66.0%-0.6pp |
| Annual return | 18.72% | 18.83%-0.1pp | 1615.79%-1597.1pp | 31.51%-12.8pp |
| Employer contribution / active EE | $2,293 | $1,875+22.3% | $3,882-40.9% | $2,654-13.6% |
| Participant deferral / active EE | $4,185 | $4,110+1.8% | $6,405-34.7% | $4,375-4.3% |
| Admin fee / account holder | $544 | $815-33.3% | $9,769-94.4% | $834-34.8% |