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 COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $91,883 |
DALLAS NEPHROLOGY ASSOCIATES3 years Service code 14 1420 VICEROY DR · DALLAS, TX 75235 | Plan Administrator | $63,741 |
Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
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 | $216,876 | $46,292+368.5% | $143,757+50.9% | $64,808+234.6% |
| Participation rate | 87.9% | 64.2%+23.7pp | 80.3%+7.6pp | 71.5%+16.4pp |
| Annual return | -15.85% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,726 | $1,910+42.7% | $4,951-44.9% | $2,506+8.8% |
| Participant deferral / active EE | $7,529 | $2,646+184.6% | $5,637+33.6% | $4,310+74.7% |
| Admin fee / account holder | $394 | $154+156.4% | $14,673-97.3% | $188+109.9% |