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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC7+ years Filed as: SECURIAN FINANCIAL SERVICES INC. Service code 27 400 ROBERT ST N · ST. PAUL, MN 55101 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,404 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: MUELLER&CO LLP DBA PKF MUELLER LLC Service code 10 1707 N RANDALL RD STE 200 · ELGIN, IL 60123 | Accounting | $10,699 |
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $8,450 |
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 | $132,331 | $84,487+56.6% | $125,339+5.6% | $66,914+97.8% |
| Participation rate | 89.3% | 76.4%+12.9pp | 82.4%+7.0pp | 69.8%+19.5pp |
| Annual return | -13.66% | -8.39%-5.3pp | 572.05%-585.7pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,345 | $3,553-5.9% | $4,814-30.5% | $2,544+31.5% |
| Participant deferral / active EE | $8,262 | $6,781+21.8% | $7,446+11.0% | $4,237+95.0% |
| Admin fee / account holder | $582 | $685-15.1% | $10,010-94.2% | $593-1.9% |