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 |
|---|---|---|
KIMBERELY KEENAN6 years Service code 15 · EIN 01-0439781 | Recordkeeping | $127,180 |
MEKETA INVESTMENT GROUP2 years Service code 28 · EIN 04-2659023 | Investment Management | $45,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,821 |
BAIRD INSURANCE SERVICES INC2 years Filed as: JENSEN BAIRD GARDNER & HENRY Service code 29 · EIN 01-0378938 | Legal | $17,810 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $6,146 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,775 | $95,880+40.6% | $107,525+25.3% | $85,563+57.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 7.26% | 68.06%-60.8pp | 181.32%-174.1pp | 31.51%-24.3pp |
| Employer contribution / active EE | $7,436 | $3,812+95.1% | $3,754+98.1% | $2,654+180.2% |
| Participant deferral / active EE | $196 | $4,201-95.3% | $5,116-96.2% | $4,375-95.5% |
| Admin fee / account holder | $518 | $1,025-49.4% | $8,919-94.2% | $834-37.9% |