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 |
|---|---|---|
B&E INVESTMENT ADVISERS INC6 years Service code 27 BE INVESTMENT ADVISERS INC · WAYZATA, MN 55391 | Advisory (Plan) | $41,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 EMPOWER ANNUITY INSURANCE COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,301 |
Service code 99 LEAFHOUSE FINANCIAL ADVISORS, LLC · AUSTIN, TX 78730 | Other Fees | $2,961 |
PENSION ASSURANCE LLP6 years Filed as: B & E PENSION ADVISERS INC Service code 13 B E PENSION ADVISERS INC · WAYZATA, MN 55391 | Contract Administrator | $1,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,924 | $82,664-21.5% | $125,339-48.2% | $68,494-5.2% |
| Participation rate | 79.3% | 75.0%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,492 | $3,381-55.9% | $4,814-69.0% | $2,596-42.6% |
| Participant deferral / active EE | $5,627 | $6,110-7.9% | $7,446-24.4% | $4,027+39.7% |
| Admin fee / account holder | $676 | $6,275-89.2% | $10,010-93.2% | $5,403-87.5% |