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 LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $119,306 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 26 · EIN 43-1451524 1101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $23,883 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $21,000 |
Service code 10 · EIN 31-1339842 4130 GIBSON DRIVE D · TIPP CITY, OH 45371 | Accounting | $10,000 |
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 | $53,152 | $106,028-49.9% | $146,958-63.8% | $77,643-31.5% |
| Participation rate | 94.1% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 22.06% | 56.73%-34.7pp | 418.34%-396.3pp | 31.24%-9.2pp |
| Employer contribution / active EE | $5,424 | $4,063+33.5% | $4,933+10.0% | $2,726+99.0% |
| Participant deferral / active EE | $9,919 | $7,990+24.1% | $8,070+22.9% | $4,647+113.4% |
| Admin fee / account holder | $166 | $337-50.9% | $12,998-98.7% | $430-61.5% |