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: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,929 |
WITHUMSMITH+BROWN, PC4 years Filed as: PATTILLO, BROWN & HILL LLP Service code 13 · EIN 74-1130599 | Contract Administrator | $4,834 |
Filed as: EMPOWER ANNUITY INSURANCE GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,503 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $900 |
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 | $79,594 | $79,171+0.5% | $102,423-22.3% | $74,495+6.8% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | 13.75% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,898 | $2,362-19.6% | $3,023-37.2% | $2,623-27.6% |
| Participant deferral / active EE | $2,416 | $4,415-45.3% | $5,053-52.2% | $4,346-44.4% |
| Admin fee / account holder | $341 | $2,001-82.9% | $9,451-96.4% | $1,942-82.4% |