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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $61,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $29,913 |
ASCENSUS LLC1 year Filed as: BADEN GAGE & SCHROEDER, LLC Service code 99 6920 POINTE INVERNESS WY STE 300 · FORT WAYNE, IN 46804 | Other Fees | $12,500 |
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 | $145,690 | $76,050+91.6% | $96,544+50.9% | $71,457+103.9% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 16.41% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $3,482 | $2,244+55.2% | $2,965+17.4% | $2,588+34.6% |
| Participant deferral / active EE | $7,481 | $4,215+77.5% | $4,851+54.2% | $4,289+74.4% |
| Admin fee / account holder | $389 | $2,707-85.6% | $8,252-95.3% | $1,587-75.5% |