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 9-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 27 250 W MAIN ST STE 3150 · LEXINGTON, KY 40507 | Advisory (Plan) | $23,097 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,429 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,862 |
ANEW 401K TPA LLC6 years Service code 13 PO BOX 43991 · LOUISVILLE, KY 40253 | Contract Administrator | $2,612 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $698 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $539 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,888 | $59,402-66.5% | $93,654-78.8% | $74,546-73.3% |
| Participation rate | 94.2% | 59.7%+34.6pp | 68.7%+25.5pp | 67.2%+27.0pp |
| Annual return | 13.14% | 81.86%-68.7pp | 133.34%-120.2pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,561 | $1,265+23.4% | $2,421-35.5% | $2,624-40.5% |
| Participant deferral / active EE | $3,988 | $3,049+30.8% | $4,413-9.6% | $4,347-8.3% |
| Admin fee / account holder | $325 | $3,023-89.3% | $8,282-96.1% | $1,944-83.3% |