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) | $57,372 |
THE BENEFIT PRACTICE5 years Service code 13 1055 WASHINGTON BOULEVARD · STAMFORD, CT 06901 | Contract Administrator | $16,094 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,370 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $11,475 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,379 |
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 | $123,642 | $105,181+17.6% | $159,436-22.5% | $85,850+44.0% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 17.61% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,898 | $3,318+77.7% | $4,829+22.1% | $2,565+129.9% |
| Participant deferral / active EE | $9,406 | $5,945+58.2% | $7,352+27.9% | $3,952+138.0% |
| Admin fee / account holder | $543 | $6,933-92.2% | $10,799-95.0% | $6,260-91.3% |