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 |
|---|---|---|
FIDUCIARYFIRST LLC8 years Service code 27 1060 MAITLAND CENTER COMMONS BLVD · MAITLAND, FL 32751 | Advisory (Plan) | $59,897 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · 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 | $128,220 | $60,323+112.6% | $81,812+56.7% | $74,495+72.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.19% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $7,644 | $2,620+191.7% | $2,912+162.5% | $2,623+191.4% |
| Participant deferral / active EE | $2,444 | $3,387-27.8% | $4,319-43.4% | $4,346-43.8% |
| Admin fee / account holder | $354 | $1,486-76.1% | $7,386-95.2% | $1,942-81.7% |