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 50 · EIN 84-0467907 | Direct Payment | $96,788 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $24,000 |
SPIVAK LIPTON LLP9+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $20,781 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $13,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,227 | $57,570+18.5% | $121,098-43.7% | $80,160-14.9% |
| Participation rate | 67.6% | 58.8%+8.7pp | 69.5%-1.9pp | 72.9%-5.4pp |
| Annual return | 17.79% | 20.42%-2.6pp | 985.75%-968.0pp | 40.38%-22.6pp |
| Employer contribution / active EE | $0 | $2,119-100.0% | $4,164-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,939 | $3,092-5.0% | $4,080-28.0% | $5,017-41.4% |
| Admin fee / account holder | $144 | $121+18.6% | $5,644-97.5% | $145-0.9% |