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 15 · EIN 84-0467907 | Recordkeeping | $1,544,254 |
NEPC, LLC10+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $75,346 |
ALIGHT SOLUTIONS LLC3 years Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 26 · EIN 82-1061233 | Advisory (Participants) | $40,339 |
ERNST & YOUNG LLP7 years Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Filed as: VESTIA ADVISORS LLC Service code 99 · EIN 82-1828832 | Other Fees | $8,456 |
Filed as: ENVESTNET ASSET MANAGEMENT LLC Service code 99 · EIN 36-4319587 | Other Fees | $5,273 |
Service code 99 · EIN 47-0988610 | Other Fees | $5,090 |
CHARLES SCHWAB & CO., INC.2 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,815 |
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 | $73,715 | $73,283+0.6% | $155,509-52.6% | $106,382-30.7% |
| Participation rate | 95.9% | 73.3%+22.6pp | 78.2%+17.7pp | 69.9%+26.0pp |
| Annual return | 15.68% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $4,100 | $2,247+82.4% | $4,672-12.3% | $3,364+21.9% |
| Participant deferral / active EE | $6,061 | $4,580+32.3% | $5,626+7.7% | $5,569+8.8% |
| Admin fee / account holder | $90 | $56+59.7% | $15,912-99.4% | $79+13.1% |