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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $46,530 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,193 |
JANNEY MONTGOMERY SCOTT LLC8 years Service code 27 1717 ARCH ST. · PHILADELPHIA, PA 19103 | Advisory (Plan) | $14,193 |
ASCENSUS LLC10+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 190D SAUDERSVILLE ROAD · HENDERSONVILLE, TN 37075 | Contract Administrator | $12,457 |
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 | $84,058 | $96,484-12.9% | $156,263-46.2% | $74,304+13.1% |
| Participation rate | 96.7% | 67.7%+29.0pp | 78.9%+17.8pp | 60.3%+36.4pp |
| Annual return | 17.77% | 17.73%0pp | 59.47%-41.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,310 | $2,528+30.9% | $4,333-23.6% | $2,241+47.7% |
| Participant deferral / active EE | $8,658 | $4,286+102.0% | $6,158+40.6% | $3,767+129.8% |
| Admin fee / account holder | $346 | $3,728-90.7% | $14,255-97.6% | $2,969-88.4% |