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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $55,733 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $11,000 |
Filed as: SEIU NATIONAL INDUSTRY PENSION FUND Service code 13 · EIN 52-6148540 | Contract Administrator | $10,098 |
Service code 13 · EIN 36-0852885 | Contract Administrator | $8,714 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC Service code 28 180 N LASALLE ST STE 3500 · CHICAGO, IL 60601 | Investment Management | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,478 | $65,908+125.3% | $81,812+81.5% | $77,643+91.2% |
| Participation rate | 91.7% | 65.8%+25.9pp | 72.3%+19.3pp | 70.6%+21.1pp |
| Annual return | 14.53% | 26.64%-12.1pp | 773.79%-759.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,768 | $3,505+178.7% | $4,319+126.2% | $4,647+110.2% |
| Admin fee / account holder | $197 | $526-62.6% | $7,386-97.3% | $430-54.3% |