See peer percentile detail. $4.99 for your first month.
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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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $158,737 |
Filed as: FOCUS PARTNERS Service code 70 75 ISHAM ROAD, SUITE 310 · WEST HARTFORD, CT 06107 | Consulting Fees | $65,000 |
SCHNEIDER DOWNS & CO., INC.5 years Filed as: SCHNEIDER DOWNS Service code 10 1 PPG PLAZA, SUITE 1700 · PITTSBURGH, PA 15222 | Accounting | $36,276 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $6,915 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,677 | $160,882+156.5% | $200,582+105.7% | $102,872+301.2% |
| Participation rate | 95.1% | 91.2%+4.0pp | 86.9%+8.3pp | 73.0%+22.1pp |
| Annual return | 15.71% | 18.15%-2.4pp | 42.33%-26.6pp | 19.06%-3.3pp |
| Employer contribution / active EE | $5,229 | $5,602-6.7% | $6,419-18.5% | $3,526+48.3% |
| Participant deferral / active EE | $12,506 | $9,300+34.5% | $9,331+34.0% | $5,535+125.9% |
| Admin fee / account holder | $121 | $125-3.1% | $16,305-99.3% | $292-58.6% |