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 13 · EIN 06-1050034 | Contract Administrator | $130,537 |
GETTRY MARCUS CPA, P.C.3 years Filed as: GETTRY MARCUS CPA P C Service code 10 · EIN 13-3418879 | Accounting | $29,400 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE &CO Service code 11 · EIN 06-1050034 | Actuarial | $28,000 |
Filed as: EMPOWER CAPITAL MANAGEMENT, LLC Service code 11 · EIN 84-1444062 | Actuarial | $22,551 |
K&L GATES3 years Filed as: KL GATES LLP Service code 11 | Actuarial | $16,594 |
See 1 actuary disclosure. $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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 4.14% | 9.27%-5.1pp | 8.55%-4.4pp | 9.89%-5.7pp |
| Employer contribution / active EE | $0 | $11,327-100.0% | $37,109-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |