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 4-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO. OF AMER. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $25,207 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $18,374 |
PASI, LLC2+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $1,615 |
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 | $64,380 | $65,435-1.6% | $86,677-25.7% | $66,914-3.8% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.3pp |
| Annual return | -15.71% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $7,972 | $2,153+270.2% | $2,836+181.1% | $2,544+213.3% |
| Participant deferral / active EE | $7,184 | $4,100+75.2% | $4,656+54.3% | $4,237+69.5% |
| Admin fee / account holder | $338 | $642-47.3% | $7,493-95.5% | $593-43.0% |