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 ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $114,557 |
HAZARD & SIEGEL INC2 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES L Service code 27 · EIN 20-0032740 5793 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Plan) | $34,302 |
WITHUMSMITH+BROWN, PC1 year Filed as: DERMODY BURKE & BROWN CPAS LLC Service code 10 443 N FRANKLIN ST · SYRACUSE, NY 13204 | Accounting | $15,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,824 | $50,287-70.5% | $112,229-86.8% | $80,160-81.5% |
| Participation rate | 90.9% | 52.9%+38.0pp | 72.4%+18.5pp | 72.9%+18.0pp |
| Annual return | 15.74% | 19.72%-4.0pp | 30.20%-14.5pp | 40.38%-24.6pp |
| Employer contribution / active EE | $607 | $1,211-49.9% | $3,430-82.3% | $2,978-79.6% |
| Participant deferral / active EE | $1,855 | $2,265-18.1% | $4,798-61.3% | $5,017-63.0% |
| Admin fee / account holder | $74 | $116-36.6% | $7,748-99.0% | $145-49.2% |