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 Service code 64 OF AMERICA · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $42,150 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC CAPITAL INVESTMENT ADVIS Service code 28 700 E. BUTTERFIELD ROAD · LOMARD, IL 60148 | Investment Management | $23,276 |
Service code 10 · EIN 31-0800053 | Accounting | $18,000 |
UMR1 year Service code 13 · EIN 39-1995276 | Contract Administrator | $17,960 |
ASCENSUS LLC4 years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $14,184 |
HEALTHSCOPE BENEFITS4 years Service code 13 · EIN 71-0847266 | Contract Administrator | $9,853 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $6,781 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,781 | $92,971-18.5% | $96,683-21.6% | $74,419+1.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 20.90% | 37.49%-16.6pp | 35.69%-14.8pp | 34.38%-13.5pp |
| Employer contribution / active EE | $3,922 | $3,426+14.5% | $3,737+4.9% | $2,637+48.7% |
| Participant deferral / active EE | $149 | $3,970-96.2% | $4,878-96.9% | $4,528-96.7% |
| Admin fee / account holder | $167 | $633-73.6% | $6,730-97.5% | $348-52.0% |