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 |
|---|---|---|
EMPLOYEE K8 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Direct payment from the plan; Employe... | $33,992 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $27,865 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $20,760 |
REID & RIEGE, P.C.4 years Service code 29 · EIN 06-0867204 | Legal | $16,845 |
MEKETA INVESTMENT GROUP4 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $10,880 |
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 | $69,413 | $76,670-9.5% | $96,683-28.2% | $71,457-2.9% |
| Participation rate | 62.7% | 66.6%-3.9pp | 74.3%-11.7pp | 67.9%-5.3pp |
| Annual return | 15.29% | 48.29%-33.0pp | 35.69%-20.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $3,819 | $3,031+26.0% | $3,737+2.2% | $2,588+47.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $887 | $2,028-56.3% | $6,730-86.8% | $1,587-44.1% |