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 4-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: MERRILL LYNCH, PIERCE, FENNER,SMITH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,423 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,659 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $910 |
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 | $143,108 | $65,435+118.7% | $86,677+65.1% | $66,914+113.9% |
| Participation rate | 87.6% | 75.5%+12.2pp | 76.6%+11.0pp | 69.8%+17.8pp |
| Annual return | -15.56% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,933 | $2,153+36.2% | $2,836+3.4% | $2,544+15.3% |
| Participant deferral / active EE | $4,856 | $4,100+18.4% | $4,656+4.3% | $4,237+14.6% |
| Admin fee / account holder | $452 | $642-29.5% | $7,493-94.0% | $593-23.8% |