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 |
|---|---|---|
STIFEL NICOLAUS & CO INC9 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $82,244 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,868 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,922 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD STE A · FORT WAYNE, IL 46825 | Contract Administrator | $18,412 |
KATZ, SAPPER & MILLER9 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 800 E. 96TH STREET · INDIANAPOLIS, IN 46240 | Accounting | $16,250 |
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 | $237,165 | $95,880+147.4% | $107,525+120.6% | $85,563+177.2% |
| Participation rate | 96.5% | 70.1%+26.3pp | 75.1%+21.4pp | 66.0%+30.5pp |
| Annual return | 16.33% | 68.06%-51.7pp | 181.32%-165.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $14,879 | $3,812+290.3% | $3,754+296.4% | $2,654+460.7% |
| Participant deferral / active EE | $10,657 | $4,201+153.7% | $5,116+108.3% | $4,375+143.6% |
| Admin fee / account holder | $415 | $1,025-59.5% | $8,919-95.3% | $834-50.2% |