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 |
|---|---|---|
INVEST FINANCIAL CORPORATION2+ years Filed as: INVEST FINANCIAL CORP Service code 27 PO BOX 5097 · APPLETON, WI 54912 | Advisory (Plan) | $50,090 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $20,486 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,714 |
Filed as: BENEFIT PLANS ADMIN SVC Service code 13 | Contract Administrator | $2,778 |
ONEIDA SAVINGS BANK3+ years Service code 13 · EIN 15-0405820 | Contract Administrator | $556 |
Filed as: BENEFIT PLANS ADMIN SERVICE Service code 13 6 RHOADS DR STE 7 · UTICA, NY 13502 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,469 | $155,795-38.7% | $136,294-30.0% | $69,631+37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 44.57% | 232464.33%-232419.8pp | 5155.94%-5111.4pp | 27571.02%-27526.5pp |
| Employer contribution / active EE | $7,424 | $2,991+148.2% | $4,695+58.1% | $2,032+265.3% |
| Participant deferral / active EE | $6,552 | $5,394+21.5% | $6,247+4.9% | $3,224+103.3% |
| Admin fee / account holder | $74 | $128-41.9% | $9,243-99.2% | $110-32.5% |