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 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,026 |
YURCHYK & DAVIS CPA'S, INC.9+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $7,900 |
BENESYS, INC.9+ years Filed as: BENESYS Service code 14 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Plan Administrator | $7,435 |
Filed as: CITY PRINTING Service code 36 122 OAK HILL AVE · YOUNGSTOWN, OH 44502 | Copying and duplicating | $5,889 |
ANDCO CONSULTING1 year Service code 16 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Consulting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,807 | $92,971-22.8% | $96,683-25.7% | $74,419-3.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.32% | 37.49%-20.2pp | 35.69%-18.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,879 | $3,970-2.3% | $4,878-20.5% | $4,528-14.3% |
| Admin fee / account holder | $163 | $633-74.3% | $6,730-97.6% | $348-53.3% |