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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,556 |
JOHN VISCONTI1 year Filed as: VISCONTI AND ASSOCIATES PC Service code 10 444 FOXON RD · EAST HAVEN, CT 065132037 | Accounting | $750 |
Filed as: MERRILL LYNCH,PIERCE,FENNER + SMITH Service code 59 250 VESEY ST · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,735 | $69,477+79.5% | $94,646+31.8% | $71,457+74.6% |
| Participation rate | 83.8% | 78.4%+5.3pp | 80.8%+2.9pp | 67.9%+15.8pp |
| Annual return | 15.79% | 29.66%-13.9pp | 156.71%-140.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,023 | $7,345-18.0% | $7,418-18.8% | $4,289+40.4% |
| Admin fee / account holder | $172 | $1,210-85.8% | $7,231-97.6% | $1,587-89.2% |