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 ANNUITY INSURANCE COMPANY O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $28,597 |
MSPC10+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $24,791 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $23,669 |
LARRY MAGARIK, ESQ6 years Service code 29 80 EIGHTH AVENUE, SUITE 901 · NEW YORK, NY 100117175 | Legal | $11,370 |
LINDABURY, MCCORMICK, ESTABROOK10+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $7,854 |
AB FUNDS5 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Filed as: CARILLON EAGLE Service code 52 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
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 | $105,661 | $241,101-56.2% | $103,333+2.3% | $199,593-47.1% |
| Participation rate | 87.5% | 78.3%+9.3pp | 74.5%+13.0pp | 72.0%+15.6pp |
| Annual return | 10.03% | 17.80%-7.8pp | 24.88%-14.8pp | 34.25%-24.2pp |
| Employer contribution / active EE | $5,169 | $4,244+21.8% | $3,868+33.6% | $3,034+70.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $201 | $288-30.0% | $8,355-97.6% | $269-25.1% |