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 |
|---|---|---|
RIS1 year Filed as: RIS EMPLOYEE BENEFITS, INC. Service code 99 221 MAIN ST #1462 · LOS ALTOS, CA 94023 | Other Fees | $23,504 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,971 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,715 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 | Contract Administrator | $3,563 |
NEWPORT GROUP, INC.10+ years Service code 13 · EIN 27-2037969 300 PRIMERA BLVD · LAKE MARY, FL 32746 | Contract Administrator | $1,138 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN AD Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,518 | $56,317+35.9% | $71,209+7.5% | $74,304+3.0% |
| Participation rate | 88.9% | 55.1%+33.8pp | 73.8%+15.1pp | 60.3%+28.5pp |
| Annual return | 10.29% | 42.83%-32.5pp | 282.51%-272.2pp | 29.43%-19.1pp |
| Employer contribution / active EE | $945 | $2,160-56.3% | $2,721-65.3% | $2,241-57.9% |
| Participant deferral / active EE | $3,801 | $2,788+36.3% | $4,175-9.0% | $3,767+0.9% |
| Admin fee / account holder | $451 | $2,290-80.3% | $5,349-91.6% | $2,969-84.8% |