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 INS CO OF AMERICA Service code 15 · EIN 06-1050034 | Recordkeeping | $85,105 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 10 · EIN 52-1590516 | Accounting | $32,549 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,000 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $21,959 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $17,500 |
MAY OBERFELL LORBER2 years Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $9,122 |
L.M. HENDERSON & COMPANY, LLP9+ years Filed as: L.M. HENDERSON Service code 15 · EIN 20-5520612 | Recordkeeping | $7,284 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $7,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,206 | $82,917+83.6% | $103,333+47.3% | $77,643+96.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.10% | 19.13%-5.0pp | 24.88%-10.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $11,514 | $3,552+224.2% | $3,868+197.7% | $2,726+322.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $315 | $638-50.7% | $8,355-96.2% | $430-26.9% |