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 | $117,025-53.1% | $91,541-40.1% | $85,563-35.9% |
| Participation rate | 96.7% | 64.2%+32.5pp | 69.8%+27.0pp | 66.0%+30.8pp |
| Annual return | 14.12% | 18.02%-3.9pp | 20.50%-6.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,833 | $2,120-13.6% | $2,505-26.8% | $2,654-30.9% |
| Participant deferral / active EE | $3,832 | $3,446+11.2% | $4,008-4.4% | $4,375-12.4% |
| Admin fee / account holder | $175 | $1,242-85.9% | $6,956-97.5% | $834-79.0% |