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 | $92,224+157.2% | $105,223+125.4% | $79,634+197.8% |
| Participation rate | 96.5% | 69.2%+27.3pp | 75.0%+21.4pp | 62.5%+34.0pp |
| Annual return | 16.33% | 88.65%-72.3pp | 180.65%-164.3pp | 36.46%-20.1pp |
| Employer contribution / active EE | $14,879 | $3,965+275.3% | $3,689+303.4% | $2,529+488.3% |
| Participant deferral / active EE | $10,657 | $3,834+178.0% | $5,072+110.1% | $3,835+177.9% |
| Admin fee / account holder | $415 | $1,121-62.9% | $8,859-95.3% | $1,002-58.5% |