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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $15,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,459 |
PRICEKUBECKA PLLC3 years Service code 10 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Accounting | $10,000 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $6,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,718 | $65,435+84.5% | $86,677+39.3% | $66,914+80.4% |
| Participation rate | 62.6% | 75.5%-12.8pp | 76.6%-14.0pp | 69.8%-7.2pp |
| Annual return | -13.38% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,828 | $2,153-15.1% | $2,836-35.5% | $2,544-28.1% |
| Participant deferral / active EE | $5,402 | $4,100+31.7% | $4,656+16.0% | $4,237+27.5% |
| Admin fee / account holder | $581 | $642-9.5% | $7,493-92.2% | $593-2.1% |