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 | $55,143 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $43,540 |
THE SEGAL COMPANY8 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $24,499 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $16,500 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $13,292 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $8,709 |
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.)
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 | $179,005 | $95,880+86.7% | $107,525+66.5% | $85,563+109.2% |
| Participation rate | 58.3% | 70.1%-11.8pp | 75.1%-16.8pp | 66.0%-7.7pp |
| Annual return | 9.25% | 68.06%-58.8pp | 181.32%-172.1pp | 31.51%-22.3pp |
| Employer contribution / active EE | $3,274 | $3,812-14.1% | $3,754-12.8% | $2,654+23.4% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $305 | $1,025-70.3% | $8,919-96.6% | $834-63.5% |