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 | $94,739 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA NETWORK LLC Service code 55 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Other Commissions | $66,124 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,357 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 4000 CRUMS MILL ROAD, SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $14,360 |
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 | $100,310 | $58,083+72.7% | $80,019+25.4% | $56,287+78.2% |
| Participation rate | 93.4% | 73.6%+19.8pp | 75.8%+17.6pp | 69.9%+23.6pp |
| Annual return | -5.47% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,031 | $1,932+5.1% | $2,468-17.7% | $2,111-3.8% |
| Participant deferral / active EE | $6,297 | $3,135+100.9% | $3,686+70.8% | $3,350+88.0% |
| Admin fee / account holder | $632 | $623+1.5% | $6,521-90.3% | $521+21.4% |