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 15 · EIN 84-0467907 | Recordkeeping | $1,161,157 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $137,720 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $19,400 |
GS INVESTMENTS INC1 year Service code 99 · EIN 41-1743200 | Other Fees | $6,127 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 99 · EIN 36-4319587 | Other Fees | $6,051 |
Filed as: VESTIA ADVISORS LLC Service code 99 · EIN 82-1828832 | Other Fees | $5,179 |
CHARLES SCHWAB & CO., INC.4 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,393 |
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 | $111,354 | $73,283+51.9% | $155,509-28.4% | $106,382+4.7% |
| Participation rate | 94.7% | 73.3%+21.5pp | 78.2%+16.5pp | 69.9%+24.9pp |
| Annual return | 13.74% | 15.77%-2.0pp | 64.67%-50.9pp | 17.37%-3.6pp |
| Employer contribution / active EE | $3,603 | $2,247+60.3% | $4,672-22.9% | $3,364+7.1% |
| Participant deferral / active EE | $6,613 | $4,580+44.4% | $5,626+17.5% | $5,569+18.8% |
| Admin fee / account holder | $67 | $56+19.5% | $15,912-99.6% | $79-15.4% |