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 NETWORK10+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $45,000 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $20,777 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,566 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,353 |
Service code 10 210 S MICHIGAN ST STE 200 · SOUTH BEND, IN 46601 | Accounting | $5,000 |
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 | $154,938 | $122,239+26.7% | $184,203-15.9% | $74,495+108.0% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.3pp |
| Annual return | 14.67% | 19.95%-5.3pp | 28.81%-14.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,100 | $4,537-31.7% | $6,427-51.8% | $2,623+18.2% |
| Participant deferral / active EE | $10,076 | $7,139+41.2% | $9,131+10.3% | $4,346+131.9% |
| Admin fee / account holder | $536 | $1,260-57.4% | $13,901-96.1% | $1,942-72.4% |