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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $57,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $51,167 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,528 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,188 |
Filed as: AXIOS ADVISORY GROUP LTD DBA AMERIC Service code 99 115 VIP DR STE 120 · WEXFORD, PA 15090 | Other Fees | $500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,995 | $88,083+118.0% | $164,813+16.5% | $74,495+157.7% |
| Participation rate | 98.6% | 73.0%+25.6pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 9.47% | 17.26%-7.8pp | 69.93%-60.5pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $3,152 | $2,593+21.6% | $4,341-27.4% | $2,623+20.2% |
| Participant deferral / active EE | $10,455 | $4,498+132.4% | $6,031+73.3% | $4,346+140.6% |
| Admin fee / account holder | $510 | $2,234-77.2% | $12,690-96.0% | $1,942-73.7% |