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 |
|---|---|---|
ENVISION FINANCIAL PLANNING LLC1 year Service code 27 · EIN 84-3769147 5100 POPLAR AVE, STE 2428 · MEMPHIS, TN 38137 | Advisory (Plan) | $46,874 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Recordkeeping Fees | $37,057 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 99 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Other Fees | $15,414 |
ELLIS BENEFITS GROUP, INC.4 years Filed as: ELLIS & WARD CONSULTING GROUP, INC. Service code 13 · EIN 62-1417683 PO BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $12,925 |
WATKINS UIBERALL, PLLC5 years Service code 10 · EIN 62-1804252 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Accounting | $12,375 |
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 | $170,871 | $49,915+242.3% | $154,803+10.4% | $74,304+130.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 15.57% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,100 | $1,611+216.5% | $4,305+18.5% | $2,241+127.6% |
| Participant deferral / active EE | $5,299 | $2,255+135.0% | $5,540-4.4% | $3,767+40.7% |
| Admin fee / account holder | $428 | $2,189-80.4% | $14,329-97.0% | $2,969-85.6% |