Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADV. Service code 27 6720-B ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $47,935 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,621 |
COASTAL PENSION SERVICES8 years Service code 13 | Contract Administrator | $10,000 |
COASTAL PENSION SERVICES8 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, ME 21046 | Contract Administrator | $2,215 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,579 | $102,382+75.4% | $147,005+22.2% | $80,874+122.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.53% | 134.89%-115.4pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $16,774 | $3,715+351.5% | $4,934+240.0% | $2,756+508.7% |
| Participant deferral / active EE | $12,792 | $6,646+92.5% | $8,070+58.5% | $4,297+197.7% |
| Admin fee / account holder | $642 | $7,942-91.9% | $13,006-95.1% | $6,935-90.7% |