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.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $24,992 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,240 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS COLEMAN & COMPANY LLP Service code 10 5004 MONUMENT AVE STE 200 · RICHMOND, VA 23230 | Accounting | $13,750 |
ASCENSUS LLC1+ years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 DBA DWC THE 401K EXPERTS · ST PAUL MN ST PAUL, MN 55124 | Contract Administrator | $7,994 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,396 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,580 | $101,317-23.4% | $146,958-47.2% | $74,495+4.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 50.71% | 8730.91%-8680.2pp | 418.34%-367.6pp | 1364.94%-1314.2pp |
| Employer contribution / active EE | $2,485 | $3,810-34.8% | $4,933-49.6% | $2,623-5.3% |
| Participant deferral / active EE | $5,403 | $7,303-26.0% | $8,070-33.0% | $4,346+24.3% |
| Admin fee / account holder | $331 | $1,739-80.9% | $12,998-97.5% | $1,942-82.9% |