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 |
|---|---|---|
Service code 27 PO BOX 35142 LB#1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $65,211 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,261 |
Filed as: PRIME RETIREMENT SOLUTIONS LLC Service code 13 25B VREELAND RD STE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $13,603 |
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 | $96,969 | $80,724+20.1% | $103,333-6.2% | $74,495+30.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.87% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $6,198 | $3,157+96.3% | $3,868+60.3% | $2,623+136.3% |
| Participant deferral / active EE | $8,178 | $3,860+111.9% | $5,057+61.7% | $4,346+88.2% |
| Admin fee / account holder | $419 | $2,368-82.3% | $8,355-95.0% | $1,942-78.4% |