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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,600 |
Filed as: NORTHEAST PROF PLANNING GROUP Service code 49 | Other Services | $8,019 |
Filed as: NORTHEAST PROFESSIONAL PLANNING Service code 49 494 SYCAMORE AVENUE, SUITE 100 · SHREWSBURY, NJ 07702 | Other Services | $3,408 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $456 |
Filed as: VOYA RETIREMENT INSUR AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $214 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,772 | $176,811-41.9% | $146,958-30.1% | - |
| Participation rate | 100.0% | 76.9%+23.1pp | 82.2%+17.8pp | - |
| Annual return | -6.13% | 11.56%-17.7pp | 418.34%-424.5pp | - |
| Employer contribution / active EE | $1,365 | $3,294-58.5% | $4,933-72.3% | - |
| Participant deferral / active EE | $14,234 | $6,900+106.3% | $8,070+76.4% | - |
| Admin fee / account holder | $208 | $27,451-99.2% | $12,998-98.4% | - |