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 1400 AMERICAN BLVD #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $35,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 42-0127290 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,703 |
RSM US LLP2 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $26,670 |
THE BENEFIT PRATICE8 years Service code 13 | Contract Administrator | $10,000 |
THE BENEFIT PRACTICE9 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $0 |
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 | $205,759 | $122,239+68.3% | $184,203+11.7% | $74,495+176.2% |
| Participation rate | 97.9% | 85.5%+12.4pp | 86.8%+11.1pp | 67.2%+30.7pp |
| Annual return | 16.38% | 19.95%-3.6pp | 28.81%-12.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $10,415 | $4,537+129.5% | $6,427+62.0% | $2,623+297.0% |
| Participant deferral / active EE | $18,681 | $7,139+161.7% | $9,131+104.6% | $4,346+329.9% |
| Admin fee / account holder | $316 | $1,260-74.9% | $13,901-97.7% | $1,942-83.7% |