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 FUNDS4 years Filed as: JMS CAPITAL GROUP WEALTH SERVICES Service code 27 417 THORN STREET SUITE 300 · SEWICKLEY, PA 15143 | Advisory (Plan) | $61,852 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 13 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $8,178 |
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.)
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 | $96,955 | $79,171+22.5% | $102,423-5.3% | $74,495+30.2% |
| Participation rate | 96.9% | 74.8%+22.1pp | 76.5%+20.4pp | 67.2%+29.6pp |
| Annual return | 17.69% | 54.93%-37.2pp | 29.32%-11.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,167 | $2,362+76.4% | $3,023+37.8% | $2,623+58.9% |
| Participant deferral / active EE | $10,249 | $4,415+132.1% | $5,053+102.8% | $4,346+135.8% |
| Admin fee / account holder | $387 | $2,001-80.7% | $9,451-95.9% | $1,942-80.1% |