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 |
|---|---|---|
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $28,943 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,185 |
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 | $31,991 | $72,254-55.7% | $86,677-63.1% | $64,808-50.6% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.2pp | 71.5%+27.3pp |
| Annual return | -13.97% | 392.42%-406.4pp | 35.91%-49.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,644 | $2,393-31.3% | $2,836-42.0% | $2,506-34.4% |
| Participant deferral / active EE | $2,899 | $4,658-37.8% | $4,656-37.7% | $4,310-32.8% |
| Admin fee / account holder | $153 | $174-12.1% | $7,493-98.0% | $188-18.6% |