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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,278 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST.PETERSBURG, FL 33716 | Advisory (Plan) | $81,366 |
PENSION ASSURANCE LLP7 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Contract Administrator | $25,689 |
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 | $103,692 | $108,549-4.5% | $156,263-33.6% | $85,563+21.2% |
| Participation rate | 99.5% | 77.1%+22.4pp | 78.9%+20.6pp | 66.0%+33.5pp |
| Annual return | 16.01% | 21.79%-5.8pp | 59.47%-43.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,983 | $2,690+85.3% | $4,333+15.0% | $2,654+87.8% |
| Participant deferral / active EE | $6,833 | $4,800+42.3% | $6,158+11.0% | $4,375+56.2% |
| Admin fee / account holder | $401 | $650-38.3% | $14,255-97.2% | $834-52.0% |