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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $107,024 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,419 | $130,194+144.6% | $169,993+87.3% | $71,457+345.6% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.0%+10.2pp | 67.9%+29.2pp |
| Annual return | 19.72% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $16,105 | $4,381+267.6% | $6,785+137.4% | $2,588+522.4% |
| Participant deferral / active EE | $19,554 | $6,923+182.4% | $10,408+87.9% | $4,289+355.9% |
| Admin fee / account holder | $505 | $966-47.7% | $12,815-96.1% | $1,587-68.2% |