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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $33,333 |
SCHAFFNER, KNIGHT, MINNAUGH & CO1+ years Filed as: SCHAFFNER, KNIGHT, MINNAUGH& COMPAN Service code 10 1545 W 38TH ST · ERIE, PA 16508 | Accounting | $8,900 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,253 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · SAINT LOUIS, MO 63103 | Advisory (Plan) | $7,375 |
M2B RETIREMENT CONSULTING LLC1+ years Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $6,368 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,071 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,722 | $88,634+264.1% | $101,326+218.5% | $74,304+334.3% |
| Participation rate | 96.2% | 76.9%+19.3pp | 81.5%+14.7pp | 60.3%+35.8pp |
| Annual return | -2.96% | 33.10%-36.1pp | 36.82%-39.8pp | 29.43%-32.4pp |
| Employer contribution / active EE | $6,724 | $2,930+129.5% | $3,665+83.4% | $2,241+200.0% |
| Participant deferral / active EE | $11,163 | $7,322+52.5% | $7,994+39.6% | $3,767+196.3% |
| Admin fee / account holder | $559 | $2,425-76.9% | $11,185-95.0% | $2,969-81.2% |