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 |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS8+ years Filed as: HALBERT, HARGROVE/RUSSELL, LLC Service code 27 P O BOX 1070 · LONG BEACH, CA 908019931 | Advisory (Plan) | $39,338 |
MEYERS BROTHERS KALICKA, PC3 years Filed as: MEYERS BROTHERS KALICKA PC Service code 10 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Accounting | $12,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,230 | $65,435+2.7% | $86,677-22.4% | $66,914+0.5% |
| Participation rate | 96.8% | 75.5%+21.3pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | -15.85% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,468 | $2,153+14.6% | $2,836-13.0% | $2,544-3.0% |
| Participant deferral / active EE | $5,331 | $4,100+30.0% | $4,656+14.5% | $4,237+25.8% |
| Admin fee / account holder | $42 | $642-93.5% | $7,493-99.4% | $593-93.0% |