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 | $28,548 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $20,582 |
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 | $75,087 | $76,050-1.3% | $96,544-22.2% | $71,457+5.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.89% | 22.81%-6.9pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $8,198 | $2,244+265.3% | $2,965+176.5% | $2,588+216.8% |
| Participant deferral / active EE | $7,551 | $4,215+79.1% | $4,851+55.7% | $4,289+76.1% |
| Admin fee / account holder | $372 | $2,707-86.2% | $8,252-95.5% | $1,587-76.5% |