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 |
|---|---|---|
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PORTFOLIO ADVISORS, LLC Service code 27 121 COUNTRYSIDE CT. · SOUTHLAKE, TX 76092 | Advisory (Plan) | $48,000 |
FLEXPATH STRATEGIES, LLC1 year Service code 99 120 VANTIS, SUITE 400 · ALISO VEIJO, CA 92656 | Other Fees | $8,427 |
RETIREMENTPLANS.COM, LLC5 years Service code 13 · EIN 80-0968774 16051 ADDISION ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $1,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,302 | $84,487+3.3% | $125,339-30.3% | $66,914+30.5% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.5pp | 69.8%+20.1pp |
| Annual return | -13.35% | -8.39%-5.0pp | 572.05%-585.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,611 | $3,553-26.5% | $4,814-45.8% | $2,544+2.6% |
| Participant deferral / active EE | $8,869 | $6,781+30.8% | $7,446+19.1% | $4,237+109.3% |
| Admin fee / account holder | $561 | $685-18.1% | $10,010-94.4% | $593-5.5% |