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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,807 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $22,036 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 99 PO BOX 5381 · DEPTFORD, NJ 08096 | Other Fees | $10,950 |
LITTLER MENDELSON, P.C.2 years Service code 29 PO BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $6,380 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $6,049 |
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 | $134,396 | $71,050+89.2% | $93,606+43.6% | $80,856+66.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.85% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,192 | $1,564-23.8% | $2,420-50.8% | $2,755-56.7% |
| Participant deferral / active EE | $7,767 | $4,034+92.6% | $4,411+76.1% | $4,296+80.8% |
| Admin fee / account holder | $868 | $6,945-87.5% | $8,285-89.5% | $6,918-87.5% |