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 | $83,255 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,927 |
COHNREZNICK LLP3 years Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $16,276 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 1133 WESTCHESTER AVE, STE S125 · WEST HARRISON, NY 10604 | Legal | $11,100 |
Filed as: CHARLES SCHWABB & CO., INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $6 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,822 | $106,028+19.6% | $146,958-13.7% | $77,643+63.3% |
| Participation rate | 73.7% | 78.4%-4.6pp | 82.2%-8.4pp | 70.6%+3.2pp |
| Annual return | 13.22% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,273 | $4,063+5.2% | $4,933-13.4% | $2,726+56.8% |
| Participant deferral / active EE | $7,822 | $7,990-2.1% | $8,070-3.1% | $4,647+68.3% |
| Admin fee / account holder | $203 | $337-39.9% | $12,998-98.4% | $430-52.9% |