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.9+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $223,856 |
DAVID A GERSON CPA & ASSOC PC9+ years Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $34,633 |
REYNOLDS CONSULTING SERVICES5 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,115 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,834 |
O'BRIEN BELLAND & BUSHINSKY9+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $20,641 |
LINDABURY, MCCORMICK, ESTABROOK9+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $17,483 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,840 | $241,101-34.9% | $103,333+51.8% | $199,593-21.4% |
| Participation rate | 90.3% | 78.3%+12.0pp | 74.5%+15.8pp | 72.0%+18.3pp |
| Annual return | 14.96% | 17.80%-2.8pp | 24.88%-9.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $7,319 | $4,244+72.4% | $3,868+89.2% | $3,034+141.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $154 | $288-46.4% | $8,355-98.2% | $269-42.7% |