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 |
|---|---|---|
AEGIS RETIREMENT PARTNERS8 years Service code 13 12 POND LANE · CONCORD, MA 01742 | Contract Administrator | $46,013 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,381 |
WEBSTERROGERS LLP11+ years Service code 10 PO BOX 1999 · BLUFFTON, SC 29910 | Accounting | $13,400 |
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 | $111,521 | $119,446-6.6% | $150,045-25.7% | $85,563+30.3% |
| Participation rate | 44.2% | 75.4%-31.2pp | 82.3%-38.1pp | 66.0%-21.8pp |
| Annual return | 35.51% | 23.72%+11.8pp | 62.55%-27.0pp | 31.51%+4.0pp |
| Employer contribution / active EE | $1,619 | $4,078-60.3% | $4,693-65.5% | $2,654-39.0% |
| Participant deferral / active EE | $3,119 | $7,985-60.9% | $7,997-61.0% | $4,375-28.7% |
| Admin fee / account holder | $385 | $548-29.7% | $13,435-97.1% | $834-53.9% |