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 K9 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Direct payment from the plan; Employe... | $43,866 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $42,447 |
REID & RIEGE, P.C.5 years Service code 29 · EIN 06-0867204 | Legal | $23,815 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $19,910 |
MEKETA INVESTMENT GROUP5 years Service code 51 · EIN 04-2659023 | Investment Mgmt Fees | $10,269 |
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 | $78,868 | $80,724-2.3% | $103,333-23.7% | $74,495+5.9% |
| Participation rate | 61.3% | 65.7%-4.4pp | 74.5%-13.2pp | 67.2%-5.9pp |
| Annual return | 10.88% | 27.56%-16.7pp | 24.88%-14.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,761 | $3,157+50.8% | $3,868+23.1% | $2,623+81.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $987 | $2,368-58.3% | $8,355-88.2% | $1,942-49.2% |