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 Service code 49 · EIN 06-1050034 | Other Services | $43,949 |
JOE MOSKAUSKI7 years Service code 30 · EIN 23-1972409 | Employee (plan); Recordkeeping fees | $42,783 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $27,500 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,647 |
SUSANIN WIDMAN & BRENNAN PC7 years Filed as: SUSANIN, WIDMAN, & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $13,891 |
MWM LAW, LLC1 year Filed as: MWM LAW LLC Service code 29 TWO BALA PLAZA, SUITE 300 · BALA CYNWYD, PA 19004 | Legal | $5,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,664 | $86,944-2.6% | $107,525-21.3% | $74,304+13.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 6.36% | 23.52%-17.2pp | 181.32%-175.0pp | 29.43%-23.1pp |
| Employer contribution / active EE | $5,720 | $2,757+107.5% | $3,754+52.4% | $2,241+155.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,173 | $3,727-68.5% | $8,919-86.9% | $2,969-60.5% |