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 3-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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,529 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,956 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $5,104 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $2,295 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 | Contract Administrator | $1,361 |
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 | $67,219 | $88,672-24.2% | $105,223-36.1% | $82,448-18.5% |
| Participation rate | 87.2% | 67.9%+19.3pp | 75.0%+12.2pp | 68.1%+19.2pp |
| Annual return | 26.05% | 30.86%-4.8pp | 180.65%-154.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $3,930 | $3,048+28.9% | $3,689+6.5% | $2,551+54.0% |
| Participant deferral / active EE | $10,848 | $4,036+168.8% | $5,072+113.9% | $4,139+162.1% |
| Admin fee / account holder | $430 | $7,146-94.0% | $8,859-95.1% | $7,234-94.1% |