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 | $100,168 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 10 · EIN 52-1590516 | Accounting | $37,081 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,667 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $22,894 |
L.M. HENDERSON & COMPANY, LLP10+ years Filed as: L.M. HENDERSON Service code 15 · EIN 20-5520612 | Recordkeeping | $22,544 |
MAY OBERFELL LORBER3 years Filed as: MAY, OBERFELL, LORBER Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $21,045 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $18,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $6,641 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $5,383 |
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 | $150,955 | $95,880+57.4% | $107,525+40.4% | $85,563+76.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.06% | 68.06%-57.0pp | 181.32%-170.3pp | 31.51%-20.5pp |
| Employer contribution / active EE | $9,621 | $3,812+152.4% | $3,754+156.3% | $2,654+262.5% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $322 | $1,025-68.6% | $8,919-96.4% | $834-61.4% |