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 | $58,432 |
EQUITABLE ADVISORS LLC1 year Service code 55 | Other Commissions | $47,335 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,061 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 4000 CRUMS MILL ROAD, SUITE 102 · HARRISBURG, PA 17112 | Contract Administrator | $7,437 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISOR LLC Service code 55 1290 AVENUE OF THE AMERICAS 16TH FL · HARRISBURG, PA 17110 | Other Commissions | $0 |
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 | $116,352 | $70,908+64.1% | $98,907+17.6% | $73,488+58.3% |
| Participation rate | 96.4% | 73.8%+22.6pp | 76.0%+20.4pp | 70.7%+25.7pp |
| Annual return | 14.59% | 34.17%-19.6pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,173 | $2,036-42.4% | $2,689-56.4% | $2,270-48.3% |
| Participant deferral / active EE | $6,613 | $3,500+88.9% | $4,244+55.8% | $3,740+76.8% |
| Admin fee / account holder | $397 | $535-25.9% | $6,642-94.0% | $513-22.7% |