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 FUNDS3 years Filed as: ALLIANCE BERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $64,532 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,912 |
Filed as: EMPOWER FINANCIAL SERVICES INC Service code 26 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,526 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $0 |
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 | $230,206 | $55,415+315.4% | $155,509+48.0% | $74,495+209.0% |
| Participation rate | 93.2% | 61.9%+31.2pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 12.30% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $7,886 | $2,267+247.8% | $4,672+68.8% | $2,623+200.6% |
| Participant deferral / active EE | $5,524 | $2,836+94.8% | $5,626-1.8% | $4,346+27.1% |
| Admin fee / account holder | $380 | $1,738-78.1% | $15,912-97.6% | $1,942-80.4% |