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 |
|---|---|---|
FIRST HORIZON ADVISORS INC4 years Service code 27 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $30,380 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,152 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,628 | $88,083-18.7% | $164,813-56.5% | $74,495-3.8% |
| Participation rate | 94.2% | 73.0%+21.2pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 10.22% | 17.26%-7.0pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,054 | $2,593-20.8% | $4,341-52.7% | $2,623-21.7% |
| Participant deferral / active EE | $5,133 | $4,498+14.1% | $6,031-14.9% | $4,346+18.1% |
| Admin fee / account holder | $322 | $2,234-85.6% | $12,690-97.5% | $1,942-83.4% |