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 4-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 |
|---|---|---|
ATON ADVISORS LLC2 years Filed as: ATON FINANCIAL LLC Service code 27 1590 PONDE DE LEON AVE STE 206 · SAN JUAN, PR 00926 | Advisory (Plan) | $17,919 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,395 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,045 | $109,413+2.4% | $156,263-28.3% | $84,808+32.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.89% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,975 | $2,907+2.4% | $4,333-31.3% | $2,631+13.1% |
| Participant deferral / active EE | $7,551 | $4,590+64.5% | $6,158+22.6% | $4,212+79.3% |
| Admin fee / account holder | $15,757 | $9,357+68.4% | $14,255+10.5% | $7,344+114.6% |