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 | $99,171 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
SPIVAK LIPTON LLP10+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $17,563 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $15,251 |
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 | $73,784 | $62,544+18.0% | $129,207-42.9% | $199,593-63.0% |
| Participation rate | 71.1% | 56.8%+14.3pp | 69.6%+1.5pp | 72.0%-0.9pp |
| Annual return | 14.53% | 16.95%-2.4pp | 9417.33%-9402.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $0 | $2,394-100.0% | $4,153-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,739 | $3,123+19.7% | $4,168-10.3% | $5,087-26.5% |
| Admin fee / account holder | $135 | $167-19.1% | $7,715-98.2% | $269-49.8% |