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, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,400 |
Filed as: MORGAN STANLEY CAPITAL MGMT Service code 99 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Other Fees | $17,799 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 · EIN 36-4115383 | Recordkeeping Fees | $4,563 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,047 | $100,923+376.6% | $150,045+220.6% | $74,304+547.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 9.33% | 51.77%-42.4pp | 62.55%-53.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $11,661 | $3,463+236.7% | $4,693+148.5% | $2,241+420.3% |
| Participant deferral / active EE | $13,983 | $6,709+108.4% | $7,997+74.9% | $3,767+271.2% |
| Admin fee / account holder | $170 | $2,767-93.9% | $13,435-98.7% | $2,969-94.3% |