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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $89,789 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $12,363 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $11,004 |
Filed as: CHARLES SCHWAB & CO. INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $422 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,950 | $53,136+24.1% | $155,509-57.6% | $199,593-67.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 11.58% | 41.15%-29.6pp | 64.67%-53.1pp | 34.25%-22.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $83 | $185-55.3% | $15,912-99.5% | $269-69.2% |