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 |
|---|---|---|
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 27 99 PARK AVENUE FL 16 · NEW YORK, NY 100161607 | Advisory (Plan) | $65,501 |
RIS8 years Filed as: RIS EMPLOYEE BENEFITS INC Service code 99 10011 N FOOTHILL BLVD #110 · CUPERTINO, CA 95014 | Other Fees | $22,473 |
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $20,145 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,386 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $18,536 |
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 | $70,989 | $60,323+17.7% | $81,812-13.2% | $74,495-4.7% |
| Participation rate | 88.4% | 62.9%+25.5pp | 72.3%+16.0pp | 67.2%+21.2pp |
| Annual return | 20.66% | 16.90%+3.8pp | 773.79%-753.1pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $2,978 | $2,620+13.6% | $2,912+2.3% | $2,623+13.5% |
| Participant deferral / active EE | $3,703 | $3,387+9.3% | $4,319-14.3% | $4,346-14.8% |
| Admin fee / account holder | $476 | $1,486-68.0% | $7,386-93.6% | $1,942-75.5% |