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 ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,262 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,214 |
ROBERTSON & ROBERTSON, PLLC3+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $12,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $3,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,903 | $155,795-70.5% | $136,294-66.3% | $69,631-34.1% |
| Participation rate | 70.4% | 75.2%-4.9pp | 81.9%-11.5pp | 70.7%-0.3pp |
| Annual return | 17.07% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,608 | $2,991-12.8% | $4,695-44.5% | $2,032+28.3% |
| Participant deferral / active EE | $3,333 | $5,394-38.2% | $6,247-46.7% | $3,224+3.4% |
| Admin fee / account holder | $189 | $128+47.4% | $9,243-98.0% | $110+71.2% |