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 |
|---|---|---|
Filed as: MCDONALD FINANCIAL SERVICES LLC Service code 27 350 LEAVELL CR · MONTGOMERY, AL 36117 | Advisory (Plan) | $27,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,584 |
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 | $75,650 | $95,803-21.0% | $113,168-33.2% | $84,808-10.8% |
| Participation rate | 77.4% | 72.9%+4.6pp | 76.6%+0.9pp | 68.3%+9.1pp |
| Annual return | 15.29% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,802 | $2,360+61.1% | $2,975+27.8% | $2,631+44.5% |
| Participant deferral / active EE | $6,995 | $4,242+64.9% | $5,107+37.0% | $4,212+66.1% |
| Admin fee / account holder | $383 | $8,989-95.7% | $12,068-96.8% | $7,344-94.8% |