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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $67,809 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $53,256 |
THE SEGAL COMPANY7 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $21,887 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $13,257 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $9,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,186 | $82,917+101.6% | $103,333+61.8% | $77,643+115.3% |
| Participation rate | 60.0% | 71.6%-11.6pp | 74.5%-14.5pp | 70.6%-10.6pp |
| Annual return | 11.67% | 19.13%-7.5pp | 24.88%-13.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $3,018 | $3,552-15.0% | $3,868-22.0% | $2,726+10.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $305 | $638-52.2% | $8,355-96.3% | $430-29.1% |