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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $20,811 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,428 |
Filed as: BENEFIT PLANS, INC Service code 13 16924 FRANCES ST. STE 100 · OMAHA, NE 68130 | Contract Administrator | $8,054 |
FLEXPATH STRATEGIES, LLC4 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Other Fees | $3,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,112 | $79,171-22.8% | $102,423-40.3% | $74,495-18.0% |
| Participation rate | 63.2% | 74.8%-11.6pp | 76.5%-13.3pp | 67.2%-4.0pp |
| Annual return | 8.17% | 54.93%-46.8pp | 29.32%-21.2pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $1,492 | $2,362-36.9% | $3,023-50.7% | $2,623-43.1% |
| Participant deferral / active EE | $2,831 | $4,415-35.9% | $5,053-44.0% | $4,346-34.8% |
| Admin fee / account holder | $389 | $2,001-80.6% | $9,451-95.9% | $1,942-80.0% |