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 |
|---|---|---|
Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $49,055 |
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BOULEVARD · STAMFORD, CT 06901 | Contract Administrator | $14,023 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,171 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $9,812 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,832 | $99,957+9.9% | $149,696-26.6% | $73,488+49.5% |
| Participation rate | 70.8% | 75.7%-4.9pp | 82.5%-11.7pp | 70.7%+0.1pp |
| Annual return | 15.34% | 53.87%-38.5pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,067 | $3,191-3.9% | $4,644-34.0% | $2,270+35.1% |
| Participant deferral / active EE | $5,423 | $6,073-10.7% | $6,842-20.7% | $3,740+45.0% |
| Admin fee / account holder | $423 | $551-23.2% | $9,309-95.5% | $513-17.6% |