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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,180 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $26,000 |
FARBER HASS HURLEY LLP9 years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $20,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,866 | $140,800-61.0% | $89,340-38.6% | $79,634-31.1% |
| Participation rate | 96.7% | 61.9%+34.8pp | 69.6%+27.2pp | 62.5%+34.2pp |
| Annual return | 14.12% | 17.84%-3.7pp | 20.57%-6.4pp | 36.46%-22.3pp |
| Employer contribution / active EE | $1,833 | $2,021-9.3% | $2,231-17.9% | $2,529-27.5% |
| Participant deferral / active EE | $3,832 | $3,219+19.0% | $3,823+0.2% | $3,835-0.1% |
| Admin fee / account holder | $175 | $1,610-89.1% | $6,704-97.4% | $1,002-82.5% |