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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $16,051 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,475 |
Filed as: CBIZ OPERATIONS INC DBA CBIZ MHM LL Service code 13 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Contract Administrator | $525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45 |
Employer contribution per participant 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 | $105,789 | $106,110-0.3% | $147,005-28.0% | $77,671+36.2% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.4pp | 70.6%+9.2pp |
| Annual return | 16.12% | 56.77%-40.7pp | 418.76%-402.6pp | 31.21%-15.1pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,831 | $7,992+23.0% | $8,070+21.8% | $4,648+111.5% |
| Admin fee / account holder | $51 | $338-85.0% | $13,006-99.6% | $430-88.2% |