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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $117,943 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,968 |
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 | $189,222 | $95,880+97.4% | $107,525+76.0% | $85,563+121.1% |
| Participation rate | 98.1% | 70.1%+28.0pp | 75.1%+23.1pp | 66.0%+32.2pp |
| Annual return | 16.97% | 68.06%-51.1pp | 181.32%-164.4pp | 31.51%-14.5pp |
| Employer contribution / active EE | $7,811 | $3,812+104.9% | $3,754+108.1% | $2,654+194.4% |
| Participant deferral / active EE | $12,338 | $4,201+193.7% | $5,116+141.2% | $4,375+182.0% |
| Admin fee / account holder | $375 | $1,025-63.5% | $8,919-95.8% | $834-55.1% |