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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,536 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH W. MCCARTHY Service code 10 · EIN 16-1120588 7644 RT 31 WEST · BALDWINSVILLE, NY 13027 | Accounting | $12,966 |
D'ARCANGELO & CO., LLP10+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $10,700 |
KRAKOW & SOURIS3 years Filed as: KRAKOW, SOURIS & LANDRY, LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET 503 · BOSTON, MA 02114 | Legal | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $989,383 | $95,880+931.9% | $107,525+820.1% | $85,563+1056.3% |
| Participation rate | 13.1% | 70.1%-57.0pp | 75.1%-62.0pp | 66.0%-52.9pp |
| Annual return | 8.12% | 68.06%-59.9pp | 181.32%-173.2pp | 31.51%-23.4pp |
| Employer contribution / active EE | $8,856 | $3,812+132.3% | $3,754+135.9% | $2,654+233.7% |
| Participant deferral / active EE | $8 | $4,201-99.8% | $5,116-99.9% | $4,375-99.8% |
| Admin fee / account holder | $1,998 | $1,025+94.8% | $8,919-77.6% | $834+139.5% |