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.8+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $205,767 |
DAVID A GERSON CPA & ASSOC PC8+ years Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $36,567 |
O'BRIEN BELLAND & BUSHINSKY8+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $26,144 |
REYNOLDS CONSULTING SERVICES4 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,115 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $23,885 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,522 |
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 | $140,852 | $88,480+59.2% | $96,683+45.7% | $80,160+75.7% |
| Participation rate | 92.6% | 79.9%+12.7pp | 74.3%+18.2pp | 72.9%+19.6pp |
| Annual return | -4.34% | 22.53%-26.9pp | 35.69%-40.0pp | 40.38%-44.7pp |
| Employer contribution / active EE | $7,437 | $4,176+78.1% | $3,737+99.0% | $2,978+149.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $143 | $212-32.2% | $6,730-97.9% | $145-1.0% |