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 LLC5 years Service code 27 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Plan) | $27,118 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,819 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $1,947 |
Filed as: SOUTHEAST EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 20-5923747 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Contract Administrator | $1,375 |
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 | $94,507 | $93,571+1.0% | $135,903-30.5% | $75,163+25.7% |
| Participation rate | 78.3% | 75.2%+3.1pp | 81.9%-3.6pp | 67.2%+11.1pp |
| Annual return | 17.54% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,613 | $3,537-26.1% | $4,856-46.2% | $2,670-2.1% |
| Participant deferral / active EE | $6,169 | $6,404-3.7% | $7,758-20.5% | $4,125+49.6% |
| Admin fee / account holder | $532 | $6,975-92.4% | $10,762-95.1% | $5,651-90.6% |