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 |
|---|---|---|
RETIREMENTPLANS.COM, LLC4 years Service code 13 16051 ADDISON ROAD SUITE 310 · ADDISON, TX 75001 | Contract Administrator | $42,151 |
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEGO, CA 926562689 | Advisory (Plan) | $17,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,352 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $8,283 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,503 |
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 | $188,006 | $51,197+267.2% | $82,719+127.3% | $66,914+181.0% |
| Participation rate | 99.3% | 67.8%+31.5pp | 72.6%+26.7pp | 69.8%+29.5pp |
| Annual return | -16.19% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $11,476 | $2,611+339.6% | $3,009+281.4% | $2,544+351.1% |
| Participant deferral / active EE | $5,411 | $3,458+56.5% | $4,395+23.1% | $4,237+27.7% |
| Admin fee / account holder | $475 | $416+14.2% | $5,329-91.1% | $593-20.0% |