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 |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · CALIFORNIA, CA 93101 | Advisory (Plan) | $25,996 |
ASCENSUS LLC1 year Filed as: BADEN GAGE & SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WY STE 300 · INDIANA, IN 46804 | Accounting | $16,000 |
Service code 13 1500 N OAK DR · INDIANA, IN 46563 | Contract Administrator | $12,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Recordkeeping Fees | $11,187 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · COLORADO, CO 80111 | Investment Management | $7,019 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,052 | $88,083-15.9% | $164,813-55.1% | $74,495-0.6% |
| Participation rate | 95.9% | 73.0%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 185.49% | 17.26%+168.2pp | 69.93%+115.6pp | 1364.94%-1179.5pp |
| Employer contribution / active EE | $3,436 | $2,593+32.5% | $4,341-20.8% | $2,623+31.0% |
| Participant deferral / active EE | $6,065 | $4,498+34.8% | $6,031+0.6% | $4,346+39.6% |
| Admin fee / account holder | $281 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |