See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 49 3136 WINTON ROAD · ROCHESTER, NY 146232928 | Other Services | $12,397 |
EFPR GROUP, CPAS, PLLC1 year Filed as: EFPR GROUP LLP DBA EFPR GROUP CPAS Service code 10 100 S CLINTON AVE · ROCHESTER, NY 14604 | Accounting | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,256 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,168 | $79,184+17.7% | $102,438-9.0% | $74,546+25.0% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 12.04% | 54.95%-42.9pp | 29.37%-17.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,679 | $2,362-28.9% | $3,024-44.5% | $2,624-36.0% |
| Participant deferral / active EE | $6,216 | $4,414+40.8% | $5,054+23.0% | $4,347+43.0% |
| Admin fee / account holder | $82 | $2,001-95.9% | $9,448-99.1% | $1,944-95.8% |