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 |
|---|---|---|
TRUSTCORE FINANCIAL2 years Filed as: TRUSTCORE FINANCIAL SERVICES Service code 27 5314 MARYLAND WAY · BRENTWOOD, TN 370276219 | Advisory (Plan) | $22,425 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC Service code 13 · EIN 06-0874395 127 WASHINGTON AVE WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $15,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,227 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,286 |
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 | $45,616 | $57,651-20.9% | $112,229-59.4% | $71,457-36.2% |
| Participation rate | 37.6% | 58.9%-21.3pp | 72.4%-34.8pp | 67.9%-30.3pp |
| Annual return | 15.09% | 18.32%-3.2pp | 30.20%-15.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,066 | $1,913-44.3% | $3,430-68.9% | $2,588-58.8% |
| Participant deferral / active EE | $1,978 | $2,863-30.9% | $4,798-58.8% | $4,289-53.9% |
| Admin fee / account holder | $436 | $1,581-72.4% | $7,748-94.4% | $1,587-72.5% |