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 8-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: JMS CAPITAL GROUP WEALTH SERVICES Service code 27 417 THORN STREET SUITE 300 · SEWICKLEY, PA 15143 | Advisory (Plan) | $47,547 |
WALKER BENEFITS, LLC2 years Service code 13 · EIN 32-0453512 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $5,099 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 13 4807 INNOVATE LANE · MADISON, WI 53718 | Contract Administrator | $1,505 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $75,729 | $65,435+15.7% | $86,677-12.6% | $66,914+13.2% |
| Participation rate | 83.5% | 75.5%+8.0pp | 76.6%+6.9pp | 69.8%+13.7pp |
| Annual return | -17.22% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,165 | $2,153+47.0% | $2,836+11.6% | $2,544+24.4% |
| Participant deferral / active EE | $7,353 | $4,100+79.3% | $4,656+57.9% | $4,237+73.5% |
| Admin fee / account holder | $342 | $642-46.7% | $7,493-95.4% | $593-42.4% |