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 | $123,514 |
BENESYS, INC.5 years Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $91,541 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $57,156 |
GEORGES AND SYNOWEICKI3 years Filed as: GEORGES & SYNOWIECKI Service code 29 20 SOUTH CLARK ST · CHICAGO, IL 60603 | Legal | $28,202 |
MARQUETTE ASSOCIATES3 years Service code 17 180 N LASALLE ST · CHICAGO, IL 60601 | Pension Consulting | $19,000 |
US BANK7 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Custodial (other than securities); Tr... | $10,518 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $7,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,461 | $241,101-23.1% | $103,333+79.5% | $199,593-7.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 26.20% | 17.80%+8.4pp | 24.88%+1.3pp | 34.25%-8.1pp |
| Employer contribution / active EE | $9,440 | $4,244+122.4% | $3,868+144.1% | $3,034+211.1% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $169 | $288-41.3% | $8,355-98.0% | $269-37.2% |