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 4-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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES,LLC Service code 13 2451 N. MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Contract Administrator | $56,471 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $21,298 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $19,767 |
Service code 99 4860 COLLEGE BLVD. STE 100 · LEAWOOD, KS 66211 | Other Fees | $10,184 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 33759 | Investment Management | $5,205 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $3,271 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 | Contract Administrator | $1,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,910 | $122,239+30.8% | $184,203-13.2% | $74,495+114.7% |
| Participation rate | 92.5% | 85.5%+7.0pp | 86.8%+5.7pp | 67.2%+25.3pp |
| Annual return | 10.95% | 19.95%-9.0pp | 28.81%-17.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $4,462 | $4,537-1.7% | $6,427-30.6% | $2,623+70.1% |
| Participant deferral / active EE | $5,547 | $7,139-22.3% | $9,131-39.3% | $4,346+27.6% |
| Admin fee / account holder | $700 | $1,260-44.4% | $13,901-95.0% | $1,942-63.9% |