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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $38,696 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,399 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,790 |
SAMET & COMPANY PC6 years Filed as: SAMET & COMPNAY PC Service code 10 1330 BOYLSTON STREET · CHESTNUT HILL, MA 02467 | Accounting | $8,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,607 | $81,908-62.6% | $90,749-66.3% | $64,808-52.8% |
| Participation rate | 95.6% | 80.5%+15.2pp | 75.7%+19.9pp | 71.5%+24.2pp |
| Annual return | -16.17% | -12.53%-3.6pp | -12.16%-4.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,484 | $3,065-19.0% | $2,921-15.0% | $2,506-0.9% |
| Participant deferral / active EE | $4,346 | $4,840-10.2% | $4,564-4.8% | $4,310+0.8% |
| Admin fee / account holder | $349 | $157+121.8% | $8,445-95.9% | $188+85.7% |