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 FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $130,468 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,960 |
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 | $345,330 | $122,239+182.5% | $184,203+87.5% | $74,495+363.6% |
| Participation rate | 97.8% | 85.5%+12.3pp | 86.8%+11.0pp | 67.2%+30.6pp |
| Annual return | 17.42% | 19.95%-2.5pp | 28.81%-11.4pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $15,947 | $4,537+251.5% | $6,427+148.1% | $2,623+508.0% |
| Participant deferral / active EE | $20,917 | $7,139+193.0% | $9,131+129.1% | $4,346+381.3% |
| Admin fee / account holder | $596 | $1,260-52.6% | $13,901-95.7% | $1,942-69.3% |