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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $223,099 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
W.B. KANIA & ASSOCIATES1 year Filed as: W B KANIA & ASSOCIATES LLC Service code 10 71 N MT VERNON AVE · UNIONTOWN, PA 15401 | Accounting | $12,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,444 | $47,202+55.6% | $93,606-21.5% | $99,062-25.9% |
| Participation rate | 88.7% | 57.3%+31.4pp | 68.7%+20.0pp | 71.6%+17.1pp |
| Annual return | 13.03% | 13.08%-0.1pp | 133.20%-120.2pp | 17.66%-4.6pp |
| Employer contribution / active EE | $4,667 | $1,134+311.6% | $2,420+92.9% | $3,262+43.1% |
| Participant deferral / active EE | $4,286 | $2,296+86.7% | $4,411-2.8% | $5,331-19.6% |
| Admin fee / account holder | $49 | $86-43.1% | $8,285-99.4% | $109-55.2% |