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 | $1,209,820 |
NEPC, LLC8+ years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $64,032 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY LLC DBA ALIGH Service code 26 · EIN 82-1061233 | Advisory (Participants) | $44,662 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
AON CONSULTING7 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 13 · EIN 22-2232264 | Contract Administrator | $17,120 |
WITHUMSMITH+BROWN, PC2 years Filed as: FROST BROWN TODD LLC Service code 26 · EIN 61-0722001 | Advisory (Participants) | $5,145 |
TD AMERITRADE, INC.8+ years Service code 33 | Shareholder servicing fees; Securitie... | $1,130 |
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 | $52,488 | $83,057-36.8% | $143,757-63.5% | $89,394-41.3% |
| Participation rate | 96.7% | 74.0%+22.7pp | 80.3%+16.4pp | 71.3%+25.4pp |
| Annual return | -16.24% | -13.97%-2.3pp | -0.04%-16.2pp | -11.89%-4.4pp |
| Employer contribution / active EE | $3,919 | $2,095+87.0% | $4,951-20.9% | $3,022+29.7% |
| Participant deferral / active EE | $5,954 | $4,281+39.1% | $5,637+5.6% | $5,123+16.2% |
| Admin fee / account holder | $79 | $83-4.4% | $14,673-99.5% | $790% |