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 |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,710 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $7,847 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,812 | $77,503-20.2% | $100,391-38.4% | $80,856-23.6% |
| Participation rate | 85.1% | 76.9%+8.1pp | 81.5%+3.6pp | 67.6%+17.4pp |
| Annual return | 10.03% | 37.20%-27.2pp | 49.20%-39.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $7,871 | $2,801+181.0% | $3,942+99.7% | $2,755+185.7% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $284 | $5,897-95.2% | $7,899-96.4% | $6,918-95.9% |