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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,414 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Other Commissions | $65,321 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,685 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 4000 CRUMS MILL ROAD, SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $16,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,731 | $63,299+78.1% | $91,001+23.9% | $62,292+81.0% |
| Participation rate | 91.0% | 73.3%+17.7pp | 75.6%+15.4pp | 69.5%+21.5pp |
| Annual return | 15.44% | 20.99%-5.5pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,911 | $1,807+5.8% | $2,456-22.2% | $2,042-6.4% |
| Participant deferral / active EE | $5,823 | $2,943+97.9% | $3,547+64.2% | $3,169+83.8% |
| Admin fee / account holder | $666 | $468+42.4% | $5,417-87.7% | $479+38.9% |