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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $45,000 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $18,530 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,543 |
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 | $136,197 | $102,553+32.8% | $151,611-10.2% | $66,914+103.5% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -16.99% | -10.82%-6.2pp | 3.33%-20.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,820 | $4,180-32.6% | $6,166-54.3% | $2,544+10.8% |
| Participant deferral / active EE | $8,983 | $6,641+35.3% | $8,363+7.4% | $4,237+112.0% |
| Admin fee / account holder | $311 | $630-50.7% | $11,616-97.3% | $593-47.6% |