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 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $51,454 |
IRON-CO-FID-COMPREHENSIVE8 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $47,884 |
MORGAN STANLEY SMITH BARNEY7 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $29,848 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $21,695 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $17,628 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS6 years Service code 52 | Indirect Investment Fees | $0 |
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 | $67,732 | $95,880-29.4% | $107,525-37.0% | $85,563-20.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.61% | 68.06%-59.4pp | 181.32%-172.7pp | 31.51%-22.9pp |
| Employer contribution / active EE | $4,003 | $3,812+5.0% | $3,754+6.7% | $2,654+50.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $207 | $1,025-79.8% | $8,919-97.7% | $834-75.2% |