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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,798 |
BENESYS, INC.6 years Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $87,294 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $45,715 |
US BANK8 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Custodial (other than securities); Tr... | $23,762 |
MARQUETTE ASSOCIATES4 years Service code 17 180 N LASALLE ST · CHICAGO, IL 60601 | Pension Consulting | $20,000 |
GEORGES AND SYNOWEICKI4 years Filed as: GEORGES & SYNOWIECKI Service code 29 20 SOUTH CLARK ST · CHICAGO, IL 60603 | Legal | $19,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,321 | $103,641+80.7% | $107,525+74.2% | $102,872+82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 15.79% | 13.08%+2.7pp | 181.32%-165.5pp | 19.06%-3.3pp |
| Employer contribution / active EE | $9,472 | $5,096+85.9% | $3,754+152.3% | $3,526+168.6% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $131 | $276-52.5% | $8,919-98.5% | $292-55.1% |