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 RETIREMENT Service code 15 · EIN 84-1455663 | Recordkeeping | $247,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174,154 |
COHNREZNICK LLP2 years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $38,595 |
Filed as: LOCKTON COMPANIES LLC Service code 22 5411 ROSS AVE · DALLAS, TX 75201 | Insurance Broker | $31,435 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,500 |
JACKSON LEWIS P.C.4 years Filed as: JACKSON LEWIS PC Service code 99 1133 WESTCHESTER AVE, STE S125 · WEST HARRISON, NY 10604 | Other Fees | $12,356 |
Service code 27 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Advisory (Plan) | $1,000 |
Filed as: QDRO CONSULTANT COMPANY, LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,425 | $104,697-39.4% | $96,544-34.3% | $80,160-20.9% |
| Participation rate | 97.6% | 86.4%+11.2pp | 76.0%+21.6pp | 72.9%+24.7pp |
| Annual return | 18.37% | 21.78%-3.4pp | 25.84%-7.5pp | 40.38%-22.0pp |
| Employer contribution / active EE | $1,165 | $3,536-67.1% | $2,965-60.7% | $2,978-60.9% |
| Participant deferral / active EE | $4,530 | $6,188-26.8% | $4,851-6.6% | $5,017-9.7% |
| Admin fee / account holder | $107 | $1070% | $8,252-98.7% | $145-26.4% |