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 |
|---|---|---|
Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $42,511 |
Service code 99 · EIN 26-4311657 | Other Fees | $25,114 |
MURFEE MEADOWS, INC.10+ years Service code 49 · EIN 63-1086621 120 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223 | Other Services | $24,698 |
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 | $90,196 | $124,732-27.7% | $180,183-49.9% | $85,563+5.4% |
| Participation rate | 92.2% | 83.2%+9.0pp | 77.4%+14.8pp | 66.0%+26.3pp |
| Annual return | 5.15% | 17.73%-12.6pp | 27.86%-22.7pp | 31.51%-26.4pp |
| Employer contribution / active EE | $3,229 | $5,370-39.9% | $5,039-35.9% | $2,654+21.7% |
| Participant deferral / active EE | $5,215 | $7,763-32.8% | $6,822-23.6% | $4,375+19.2% |
| Admin fee / account holder | $399 | $294+35.8% | $19,975-98.0% | $834-52.2% |