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 FUNDS3 years Filed as: JMS CAPITAL GROUP WEALTH SERVICES Service code 27 417 THORN STREET SUITE 300 · SEWICKLEY, PA 15143 | Advisory (Plan) | $48,710 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 13 4807 INNOVATE LANE · MADISON, WI 53718 | Contract Administrator | $7,528 |
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 | $91,186 | $76,050+19.9% | $96,544-5.5% | $71,457+27.6% |
| Participation rate | 89.3% | 74.4%+14.9pp | 76.0%+13.4pp | 67.9%+21.4pp |
| Annual return | 19.02% | 22.81%-3.8pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $3,571 | $2,244+59.1% | $2,965+20.4% | $2,588+38.0% |
| Participant deferral / active EE | $8,600 | $4,215+104.0% | $4,851+77.3% | $4,289+100.5% |
| Admin fee / account holder | $340 | $2,707-87.4% | $8,252-95.9% | $1,587-78.6% |