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 |
|---|---|---|
FIRETHORN WEALTH PARTNERS3 years Filed as: FIRETHORN WEALTH PARTNERS, LLC Service code 27 2250 CENTRAL AVENUE · AUGUSTA, GA 30904 | Advisory (Plan) | $37,417 |
Filed as: WEALTH PLAN INVESTMENT MNGMNT LLC Service code 27 101 S 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $34,539 |
Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $17,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,130 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 99 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Fees | $750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $140,356 | $55,415+153.3% | $155,509-9.7% | $74,495+88.4% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.8pp | 67.2%+31.7pp |
| Annual return | 16.09% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $6,428 | $2,267+183.6% | $4,672+37.6% | $2,623+145.1% |
| Participant deferral / active EE | $3,761 | $2,836+32.6% | $5,626-33.2% | $4,346-13.5% |
| Admin fee / account holder | $460 | $1,738-73.5% | $15,912-97.1% | $1,942-76.3% |