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, CO 80111 | Recordkeeping Fees | $66,398 |
HORAN SECURITIES INC3 years Filed as: HORAN SECURITIES INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $28,043 |
Service code 10 · EIN 31-0800053 | Accounting | $20,854 |
ASCENSUS LLC8 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 5078 WOOSTER RD., STE. 400 · CINCINNATI, OH 45226 | Legal | $16,317 |
MACEY VENTURES LLC DBA1 year Service code 13 SOUNDERS ADMINISTRATION SERVICES · CINCINNATI, OH 45224 | Contract Administrator | $10,595 |
Filed as: ARTHUR J. GALLAGHER Service code 22 RISK MANAGEMENT SERVICES LLC · CENTENNIAL, CO 80111 | Insurance Broker | $6,053 |
MURPHY ANDERSON PLLC1 year Filed as: MURPHY INSURANCE AGENCY INC. Service code 99 5767 HARRISON AVE. · CINCINNATI, OH 45248 | Other Fees | $5,948 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,646 | $95,880+26.9% | $107,525+13.1% | $85,563+42.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 9.84% | 68.06%-58.2pp | 181.32%-171.5pp | 31.51%-21.7pp |
| Employer contribution / active EE | $7,238 | $3,812+89.9% | $3,754+92.8% | $2,654+172.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $182 | $1,025-82.2% | $8,919-98.0% | $834-78.2% |