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 |
|---|---|---|
Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $64,753 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,993 |
DAVID FISCH & CO CPAS PC3+ years Service code 10 3854 FLATLANDS AVE · BROOKLYN, NY 112343526 | Accounting | $4,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,294 | $55,453+39.4% | $170,442-54.7% | $62,292+24.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.86% | 21.38%-4.5pp | 205.93%-189.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $3,769 | $2,164+74.2% | $5,433-30.6% | $2,042+84.5% |
| Participant deferral / active EE | $4,814 | $2,303+109.1% | $4,939-2.5% | $3,169+51.9% |
| Admin fee / account holder | $412 | $455-9.5% | $13,880-97.0% | $479-14.1% |