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 |
|---|---|---|
MAIN STREET RESEARCH LLC2 years Filed as: MAIN STREET FINANCIAL SOLUTIONS LLC Service code 27 503 E WASHINGTON AVE STE 1C · NEWTON, PA 18940 | Advisory (Plan) | $12,271 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 | Contract Administrator | $4,090 |
Filed as: SIDE BY SIDE FINANCIALS INC Service code 13 · EIN 27-3232902 1670 MCKENDREE CHURCH RD BLDG 50 · NEW YORK, NY 10017 | Contract Administrator | $1,050 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,777 | $63,442-54.6% | $68,791-58.2% | $66,914-57.0% |
| Participation rate | 93.8% | 60.0%+33.8pp | 69.0%+24.7pp | 69.8%+23.9pp |
| Annual return | -13.97% | -8.29%-5.7pp | -6.38%-7.6pp | 1.58%-15.6pp |
| Employer contribution / active EE | $309 | $1,775-82.6% | $2,655-88.4% | $2,544-87.9% |
| Participant deferral / active EE | $1,592 | $2,945-45.9% | $3,941-59.6% | $4,237-62.4% |
| Admin fee / account holder | $11 | $577-98.1% | $4,932-99.8% | $593-98.2% |