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 |
|---|---|---|
I.E. SHAFFER & CO.1 year Service code 13 · EIN 22-1750854 | Contract Administrator | $242,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 37-1467056 | Recordkeeping Fees | $52,242 |
Filed as: OBRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $38,258 |
Filed as: GERSON & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $36,249 |
REYNOLDS CONSULTING SERVICES6 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,342 |
Service code 29 · EIN 22-1943351 | Legal | $16,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,026 | $103,641+60.2% | $107,525+54.4% | $102,872+61.4% |
| Participation rate | 90.7% | 79.4%+11.3pp | 75.1%+15.7pp | 73.0%+17.7pp |
| Annual return | 9.86% | 13.08%-3.2pp | 181.32%-171.5pp | 19.06%-9.2pp |
| Employer contribution / active EE | $7,859 | $5,096+54.2% | $3,754+109.4% | $3,526+122.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $175 | $276-36.6% | $8,919-98.0% | $292-40.1% |