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: NIELSEN BENEFITS & RETIREMENT Service code 99 · EIN 92-2460009 | Other Fees | $25,944 |
Filed as: NIELSEN INSURANCE GROUP Service code 99 · EIN 77-0507280 | Other Fees | $23,731 |
THE RYDING COMPANY5 years Service code 49 · EIN 95-3497679 2659 TOWNSGATE RD. · WESTLAKE VILLAGE, CA 91361 | Other Services | $19,006 |
GLENN BURDETTE2 years Service code 99 · EIN 95-2772601 | Other Fees | $11,450 |
MORNINGSTAR3 years Filed as: MORNING STAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,321 |
Filed as: VOYA RETIREMENT SERVICES Service code 27 | Advisory (Plan) | $3,241 |
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 | $86,597 | $91,407-5.3% | $135,903-36.3% | $71,457+21.2% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 16.40% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,125 | $3,703-42.6% | $4,856-56.2% | $2,588-17.9% |
| Participant deferral / active EE | $8,991 | $7,092+26.8% | $7,758+15.9% | $4,289+109.6% |
| Admin fee / account holder | $335 | $1,266-73.5% | $10,762-96.9% | $1,587-78.9% |