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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC4 years Service code 27 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Plan) | $25,666 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,967 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $1,339 |
Filed as: SOUTHEAST EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 20-5923747 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Contract Administrator | $925 |
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 | $71,506 | $84,487-15.4% | $125,339-42.9% | $66,914+6.9% |
| Participation rate | 74.3% | 76.4%-2.1pp | 82.4%-8.1pp | 69.8%+4.5pp |
| Annual return | -16.23% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,298 | $3,553-35.3% | $4,814-52.3% | $2,544-9.7% |
| Participant deferral / active EE | $5,384 | $6,781-20.6% | $7,446-27.7% | $4,237+27.1% |
| Admin fee / account holder | $462 | $685-32.6% | $10,010-95.4% | $593-22.2% |