See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BARNES WEALTH MANAGEMENT GROUP1+ years Service code 27 5060 CALIFORNIA AVE · BAKERSFIELD, CA 93309 | Advisory (Plan) | $22,026 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,681 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $7,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,523 | $55,415-32.3% | $155,509-75.9% | $74,495-49.6% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 8.44% | 268.50%-260.1pp | 64.67%-56.2pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $458 | $2,267-79.8% | $4,672-90.2% | $2,623-82.5% |
| Participant deferral / active EE | $5,195 | $2,836+83.2% | $5,626-7.7% | $4,346+19.5% |
| Admin fee / account holder | $328 | $1,738-81.1% | $15,912-97.9% | $1,942-83.1% |