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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $31,692 |
SOBEL AND CO LLC CPA2 years Filed as: SOBEL AND CO. LLC CPA Service code 10 293 EISENHOWER PKWY STE 290 · LIVINGSTON, NJ 07039 | Accounting | $15,100 |
APW CAPITAL INC5 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $10,848 |
EISNERAMPER LLP1 year Service code 10 PO BOX 360635 · PITTSBURGH, PA 152516635 | Accounting | $1,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,838 | $84,487-19.7% | $125,339-45.9% | $66,914+1.4% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -15.92% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,343 | $3,553-62.2% | $4,814-72.1% | $2,544-47.2% |
| Participant deferral / active EE | $13,194 | $6,781+94.6% | $7,446+77.2% | $4,237+211.4% |
| Admin fee / account holder | $107 | $685-84.4% | $10,010-98.9% | $593-81.9% |