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 FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $141,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,450 |
Filed as: EMPOWER LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,221 |
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 | $406,735 | $132,049+208.0% | $200,582+102.8% | $74,304+447.4% |
| Participation rate | 97.1% | 84.1%+13.1pp | 86.9%+10.3pp | 60.3%+36.8pp |
| Annual return | 17.45% | 22.22%-4.8pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $16,020 | $4,558+251.5% | $6,419+149.6% | $2,241+614.8% |
| Participant deferral / active EE | $22,544 | $7,213+212.6% | $9,331+141.6% | $3,767+498.4% |
| Admin fee / account holder | $750 | $2,405-68.8% | $16,305-95.4% | $2,969-74.8% |