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 10-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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,739 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $44,791 |
THE RETIREMENT ADVANTAGE INC10+ years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $30,442 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $3,791 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $3,073 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,628 |
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 | $74,842 | $119,446-37.3% | $150,045-50.1% | $85,563-12.5% |
| Participation rate | 70.0% | 75.4%-5.4pp | 82.3%-12.3pp | 66.0%+4.0pp |
| Annual return | 20.69% | 23.72%-3.0pp | 62.55%-41.9pp | 31.51%-10.8pp |
| Employer contribution / active EE | $3,543 | $4,078-13.1% | $4,693-24.5% | $2,654+33.5% |
| Participant deferral / active EE | $5,365 | $7,985-32.8% | $7,997-32.9% | $4,375+22.6% |
| Admin fee / account holder | $346 | $548-36.9% | $13,435-97.4% | $834-58.6% |