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 COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $233,222 |
REID & RIEGE, P.C.1 year Service code 29 · EIN 06-0867204 | Legal | $81,982 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $44,320 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $39,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,530 | $88,480+4.6% | $96,683-4.3% | $80,160+15.4% |
| Participation rate | 66.6% | 79.9%-13.3pp | 74.3%-7.8pp | 72.9%-6.4pp |
| Annual return | 15.64% | 22.53%-6.9pp | 35.69%-20.1pp | 40.38%-24.7pp |
| Employer contribution / active EE | $3,172 | $4,176-24.0% | $3,737-15.1% | $2,978+6.5% |
| Participant deferral / active EE | $598 | $3,959-84.9% | $4,878-87.7% | $5,017-88.1% |
| Admin fee / account holder | $278 | $212+31.3% | $6,730-95.9% | $145+91.9% |