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 | $106,110+19.5% | $147,005-13.7% | $77,671+63.3% |
| Participation rate | 73.7% | 78.4%-4.6pp | 82.2%-8.4pp | 70.6%+3.2pp |
| Annual return | 13.22% | 56.77%-43.6pp | 418.76%-405.5pp | 31.21%-18.0pp |
| Employer contribution / active EE | $4,273 | $4,065+5.1% | $4,934-13.4% | $2,726+56.7% |
| Participant deferral / active EE | $7,822 | $7,992-2.1% | $8,070-3.1% | $4,648+68.3% |
| Admin fee / account holder | $203 | $338-39.9% | $13,006-98.4% | $430-52.9% |