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 INSURANCE CO. OF AM Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $114,663 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE., STE 400 · METAIRIE, LA 70002 | Legal | $34,814 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $26,717 |
Service code 10 · EIN 20-8739519 4500 MAIN ST · BAYTOWN, TX 77521 | Accounting | $14,500 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES INC Service code 13 8441 GULF FRWY STE 304 · HOUSTON, TX 77017 | Contract Administrator | $10,182 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G JENKINS CPA LLC Service code 10 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,501 | $92,971-82.3% | $96,683-82.9% | $74,419-77.8% |
| Participation rate | 95.9% | 71.5%+24.4pp | 74.3%+21.6pp | 70.7%+25.2pp |
| Annual return | 16.36% | 37.49%-21.1pp | 35.69%-19.3pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,437 | $3,426-58.1% | $3,737-61.6% | $2,637-45.5% |
| Participant deferral / active EE | $342 | $3,970-91.4% | $4,878-93.0% | $4,528-92.4% |
| Admin fee / account holder | $333 | $633-47.5% | $6,730-95.1% | $348-4.4% |