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) | $25,663 |
Filed as: EMPOWER ANNUITY INSURANCE GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,904 |
WITHUMSMITH+BROWN, PC5 years Filed as: PATTILLO, BROWN & HILL LLP Service code 13 · EIN 74-1130599 | Contract Administrator | $3,274 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,161 |
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 | $96,776 | $87,870+10.1% | $113,168-14.5% | $74,304+30.2% |
| Participation rate | 98.3% | 70.7%+27.5pp | 76.6%+21.7pp | 60.3%+37.9pp |
| Annual return | 19.64% | 26.44%-6.8pp | 24.27%-4.6pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,923 | $2,277-15.6% | $2,975-35.4% | $2,241-14.2% |
| Participant deferral / active EE | $2,403 | $4,241-43.3% | $5,107-52.9% | $3,767-36.2% |
| Admin fee / account holder | $370 | $3,368-89.0% | $12,068-96.9% | $2,969-87.5% |