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 | $32,451 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $8,400 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $7,954 |
Filed as: FAULKNER, HOFFMAN, & PHILLIPS, LLC Service code 29 20445 EMERALD PARKWAY DR · CLEVELAND, OH 44135 | Legal | $6,341 |
ANDCO CONSULTING2 years 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 | $79,681 | $82,917-3.9% | $103,333-22.9% | $77,643+2.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.55% | 19.13%-3.6pp | 24.88%-9.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,097 | $4,108-0.3% | $5,057-19.0% | $4,647-11.8% |
| Admin fee / account holder | $283 | $638-55.6% | $8,355-96.6% | $430-34.1% |