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 |
|---|---|---|
APRIO LLP2 years Service code 10 · EIN 57-1157523 5 CONCOURSE PKWY STE 1000 · ATLANTA, GA 30328 | Accounting | $23,796 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-2953346 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,309 |
Service code 13 · EIN 63-0813240 110 OFFICE PARK DRIVE,SUITE 100 · BIRMINGHAM, AL 35223 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,811 | $81,248+106.5% | $155,509+7.9% | $80,856+107.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.99% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $9,291 | $3,100+199.7% | $4,672+98.9% | $2,755+237.3% |
| Participant deferral / active EE | $7,415 | $3,452+114.8% | $5,626+31.8% | $4,296+72.6% |
| Admin fee / account holder | $306 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |