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 |
|---|---|---|
Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Advisory (Plan) | $48,351 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,051 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $10,485 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DR · MADISON, WI 537172919 | Contract Administrator | $7,624 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $4,081 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,551 |
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 | $124,829 | $71,516+74.5% | $98,439+26.8% | $71,457+74.7% |
| Participation rate | 82.5% | 72.7%+9.8pp | 75.2%+7.3pp | 67.9%+14.6pp |
| Annual return | 19.83% | 32.41%-12.6pp | 21.16%-1.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $895 | $2,399-62.7% | $3,048-70.6% | $2,588-65.4% |
| Participant deferral / active EE | $5,877 | $4,109+43.0% | $4,738+24.0% | $4,289+37.0% |
| Admin fee / account holder | $371 | $1,675-77.9% | $8,948-95.9% | $1,587-76.7% |