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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $31,985 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,160 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS STRENT & CO LLP Service code 10 1860 WALT WHITMAN RD · MELVILLE, NY 11747 | Accounting | $16,250 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $7,212 |
LITTLER MENDELSON, P.C.1 year Service code 29 PO BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $6,448 |
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 | $122,404 | $65,561+86.7% | $86,188+42.0% | $75,163+62.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.75% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,073 | $1,553+33.5% | $2,380-12.9% | $2,670-22.3% |
| Participant deferral / active EE | $9,990 | $3,024+230.4% | $3,985+150.7% | $4,125+142.2% |
| Admin fee / account holder | $939 | $5,474-82.9% | $6,852-86.3% | $5,651-83.4% |